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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 | $242,254 | $217,392+11.4% | $185,818+30.4% | $167,497+44.6% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 10.75% | 148.37%-137.6pp | 122.06%-111.3pp | 478.62%-467.9pp |
| Employer contribution / active EE | $3,820 | $5,873-35.0% | $5,168-26.1% | $4,838-21.0% |
| Participant deferral / active EE | $3,740 | $6,357-41.2% | $5,568-32.8% | $6,341-41.0% |
| Admin fee / account holder | $1,797 | $19,813-90.9% | $16,239-88.9% | $12,310-85.4% |