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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 | $202,113 | $175,231+15.3% | $149,696+35.0% | $139,466+44.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 11.68% | 166.77%-155.1pp | 134.46%-122.8pp | 373.66%-362.0pp |
| Employer contribution / active EE | $3,750 | $5,478-31.5% | $4,821-22.2% | $4,754-21.1% |
| Participant deferral / active EE | $5,913 | $6,521-9.3% | $5,682+4.1% | $6,712-11.9% |
| Admin fee / account holder | $1,449 | $16,155-91.0% | $13,212-89.0% | $11,409-87.3% |