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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 | $186,540 | $157,304+18.6% | $141,197+32.1% | $152,909+22.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 20.99% | 64.34%-43.4pp | 71.41%-50.4pp | 345.46%-324.5pp |
| Employer contribution / active EE | $14,605 | $5,263+177.5% | $4,736+208.4% | $4,764+206.6% |
| Participant deferral / active EE | $13,326 | $7,111+87.4% | $6,710+98.6% | $5,851+127.7% |
| Admin fee / account holder | $15,637 | $12,126+29.0% | $10,265+52.3% | $11,601+34.8% |