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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 | $236,715 | $157,304+50.5% | $141,197+67.6% | $152,909+54.8% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 18.12% | 64.34%-46.2pp | 71.41%-53.3pp | 345.46%-327.3pp |
| Employer contribution / active EE | $7,641 | $5,263+45.2% | $4,736+61.3% | $4,764+60.4% |
| Participant deferral / active EE | $8,519 | $7,111+19.8% | $6,710+27.0% | $5,851+45.6% |
| Admin fee / account holder | $12,582 | $12,126+3.8% | $10,265+22.6% | $11,601+8.5% |