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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 | $221,305 | $171,492+29.0% | $150,734+46.8% | $198,609+11.4% |
| Participation rate | 91.7% | 81.4%+10.3pp | 78.4%+13.2pp | 82.4%+9.3pp |
| Annual return | 15.44% | 804.70%-789.3pp | 600.81%-585.4pp | 202.70%-187.3pp |
| Employer contribution / active EE | $2,674 | $5,470-51.1% | $4,918-45.6% | $5,055-47.1% |
| Participant deferral / active EE | $7,262 | $6,259+16.0% | $5,610+29.5% | $6,977+4.1% |
| Admin fee / account holder | $16,044 | $17,628-9.0% | $14,905+7.6% | $19,030-15.7% |