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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 | $236,322 | $148,623+59.0% | $135,974+73.8% | $139,466+69.4% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 22.93% | 79.30%-56.4pp | 68.30%-45.4pp | 373.66%-350.7pp |
| Employer contribution / active EE | $10,064 | $5,246+91.8% | $4,859+107.1% | $4,754+111.7% |
| Participant deferral / active EE | $10,061 | $8,103+24.2% | $7,760+29.7% | $6,712+49.9% |
| Admin fee / account holder | $4,558 | $12,406-63.3% | $10,767-57.7% | $11,409-60.0% |