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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 | $195,936 | $175,231+11.8% | $149,696+30.9% | $139,466+40.5% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 17.17% | 166.77%-149.6pp | 134.46%-117.3pp | 373.66%-356.5pp |
| Employer contribution / active EE | $8,258 | $5,478+50.7% | $4,821+71.3% | $4,754+73.7% |
| Participant deferral / active EE | $5,662 | $6,521-13.2% | $5,682-0.4% | $6,712-15.6% |
| Admin fee / account holder | $1,831 | $16,155-88.7% | $13,212-86.1% | $11,409-83.9% |