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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 | $159,978+22.2% | $147,041+32.9% | $145,978+33.9% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 15.90% | 98.36%-82.5pp | 419.21%-403.3pp | 550.52%-534.6pp |
| Employer contribution / active EE | $4,223 | $5,288-20.1% | $4,935-14.4% | $4,662-9.4% |
| Participant deferral / active EE | $10,891 | $8,429+29.2% | $8,071+34.9% | $6,690+62.8% |
| Admin fee / account holder | $20,557 | $15,053+36.6% | $13,006+58.1% | $13,400+53.4% |