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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 | $245,419 | $159,934+53.4% | $147,005+66.9% | $145,959+68.1% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 13.63% | 98.24%-84.6pp | 418.76%-405.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $5,725 | $5,287+8.3% | $4,934+16.0% | $4,661+22.8% |
| Participant deferral / active EE | $8,073 | $8,427-4.2% | $8,0700% | $6,689+20.7% |
| Admin fee / account holder | $1,120 | $15,053-92.6% | $13,006-91.4% | $13,398-91.6% |