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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 | $236,066 | $148,623+58.8% | $135,974+73.6% | $139,466+69.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 28.86% | 79.30%-50.4pp | 68.30%-39.4pp | 373.66%-344.8pp |
| Employer contribution / active EE | $17,292 | $5,246+229.6% | $4,859+255.9% | $4,754+263.7% |
| Participant deferral / active EE | $10,216 | $8,103+26.1% | $7,760+31.7% | $6,712+52.2% |
| Admin fee / account holder | $1,616 | $12,406-87.0% | $10,767-85.0% | $11,409-85.8% |