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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 | $210,280 | $175,231+20.0% | $149,696+40.5% | $139,466+50.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 11.00% | 166.77%-155.8pp | 134.46%-123.5pp | 373.66%-362.7pp |
| Employer contribution / active EE | $23,280 | $5,478+325.0% | $4,821+382.9% | $4,754+389.7% |
| Participant deferral / active EE | $6,748 | $6,521+3.5% | $5,682+18.8% | $6,712+0.5% |
| Admin fee / account holder | $3,404 | $16,155-78.9% | $13,212-74.2% | $11,409-70.2% |