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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 | $219,317 | $175,259+25.1% | $149,723+46.5% | $139,487+57.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 35.58% | 166.82%-131.2pp | 134.50%-98.9pp | 373.84%-338.3pp |
| Employer contribution / active EE | $2,884 | $5,478-47.4% | $4,821-40.2% | $4,755-39.3% |
| Participant deferral / active EE | $7,525 | $6,522+15.4% | $5,682+32.4% | $6,713+12.1% |
| Admin fee / account holder | $2,603 | $16,158-83.9% | $13,215-80.3% | $11,407-77.2% |