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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 | $247,385 | $165,399+49.6% | $149,745+65.2% | $158,982+55.6% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 12.53% | 348.34%-335.8pp | 276.72%-264.2pp | 302.99%-290.5pp |
| Employer contribution / active EE | $7,834 | $5,105+53.5% | $4,646+68.6% | $4,763+64.5% |
| Participant deferral / active EE | $8,472 | $7,183+18.0% | $6,843+23.8% | $5,983+41.6% |
| Admin fee / account holder | $40,299 | $10,811+272.8% | $9,312+332.8% | $11,252+258.2% |