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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 | $215,682 | $175,259+23.1% | $149,723+44.1% | $139,487+54.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 15.39% | 166.82%-151.4pp | 134.50%-119.1pp | 373.84%-358.4pp |
| Employer contribution / active EE | $2,935 | $5,478-46.4% | $4,821-39.1% | $4,755-38.3% |
| Participant deferral / active EE | $4,045 | $6,522-38.0% | $5,682-28.8% | $6,713-39.7% |
| Admin fee / account holder | $15,943 | $16,158-1.3% | $13,215+20.6% | $11,407+39.8% |