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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,215 | $157,276+16.5% | $141,177+29.8% | $152,885+19.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 20.41% | 64.33%-43.9pp | 71.40%-51.0pp | 345.39%-325.0pp |
| Employer contribution / active EE | $7,217 | $5,262+37.2% | $4,736+52.4% | $4,763+51.5% |
| Participant deferral / active EE | $12,887 | $7,110+81.2% | $6,710+92.1% | $5,851+120.3% |
| Admin fee / account holder | $41,566 | $12,123+242.9% | $10,263+305.0% | $11,598+258.4% |