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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 | $186,095 | $157,304+18.3% | $141,197+31.8% | $152,909+21.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 32.83% | 64.34%-31.5pp | 71.41%-38.6pp | 345.46%-312.6pp |
| Employer contribution / active EE | $9,877 | $5,263+87.7% | $4,736+108.5% | $4,764+107.3% |
| Participant deferral / active EE | $9,521 | $7,111+33.9% | $6,710+41.9% | $5,851+62.7% |
| Admin fee / account holder | $16,924 | $12,126+39.6% | $10,265+64.9% | $11,601+45.9% |