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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 | $182,094 | $175,231+3.9% | $149,696+21.6% | $139,466+30.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 22.43% | 166.77%-144.3pp | 134.46%-112.0pp | 373.66%-351.2pp |
| Employer contribution / active EE | $9,477 | $5,478+73.0% | $4,821+96.6% | $4,754+99.3% |
| Participant deferral / active EE | $6,448 | $6,521-1.1% | $5,682+13.5% | $6,712-3.9% |
| Admin fee / account holder | $1,424 | $16,155-91.2% | $13,212-89.2% | $11,409-87.5% |