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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 | $159,934+22.2% | $147,005+32.9% | $145,959+33.9% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 15.90% | 98.24%-82.3pp | 418.76%-402.9pp | 561.95%-546.0pp |
| Employer contribution / active EE | $4,223 | $5,287-20.1% | $4,934-14.4% | $4,661-9.4% |
| Participant deferral / active EE | $10,891 | $8,427+29.2% | $8,070+35.0% | $6,689+62.8% |
| Admin fee / account holder | $20,557 | $15,053+36.6% | $13,006+58.1% | $13,398+53.4% |