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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 | $195,420 | $160,028+22.1% | $147,080+32.9% | $145,884+34.0% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 15.90% | 98.60%-82.7pp | 420.17%-404.3pp | 551.85%-535.9pp |
| Employer contribution / active EE | $4,223 | $5,286-20.1% | $4,933-14.4% | $4,662-9.4% |
| Participant deferral / active EE | $10,891 | $8,422+29.3% | $8,066+35.0% | $6,690+62.8% |
| Admin fee / account holder | $20,557 | $15,030+36.8% | $12,989+58.3% | $13,392+53.5% |