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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 | $212,356 | $160,028+32.7% | $147,080+44.4% | $145,884+45.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 16.84% | 98.60%-81.8pp | 420.17%-403.3pp | 551.85%-535.0pp |
| Employer contribution / active EE | $3,386 | $5,286-35.9% | $4,933-31.4% | $4,662-27.4% |
| Participant deferral / active EE | $6,093 | $8,422-27.7% | $8,066-24.5% | $6,690-8.9% |
| Admin fee / account holder | $1,588 | $15,030-89.4% | $12,989-87.8% | $13,392-88.1% |