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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 | $224,466 | $108,942+106.0% | $100,415+123.5% | $145,897+53.9% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 13.87% | 58.27%-44.4pp | 49.47%-35.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $3,637 | $4,422-17.8% | $3,943-7.8% | $4,663-22.0% |
| Participant deferral / active EE | $15,203 | $8,461+79.7% | $8,091+87.9% | $6,689+127.3% |
| Admin fee / account holder | $33,419 | $9,702+244.5% | $7,906+322.7% | $13,390+149.6% |