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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 | $197,718 | $168,635+17.2% | $147,617+33.9% | $125,389+57.7% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | 2.10% | 77.65%-75.6pp | 61.98%-59.9pp | 282.24%-280.1pp |
| Employer contribution / active EE | $5,886 | $6,252-5.9% | $5,564+5.8% | $4,866+21.0% |
| Participant deferral / active EE | $10,504 | $5,507+90.7% | $4,895+114.6% | $5,352+96.3% |
| Admin fee / account holder | $30,625 | $13,580+125.5% | $11,612+163.7% | $9,541+221.0% |