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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 | $223,754 | $185,883+20.4% | $170,043+31.6% | $139,466+60.4% |
| Participation rate | 81.0% | 87.8%-6.8pp | 87.0%-6.1pp | 80.3%+0.6pp |
| Annual return | 14.21% | 60.54%-46.3pp | 53.40%-39.2pp | 373.66%-359.5pp |
| Employer contribution / active EE | $5,233 | $7,596-31.1% | $6,790-22.9% | $4,754+10.1% |
| Participant deferral / active EE | $7,381 | $11,626-36.5% | $10,410-29.1% | $6,712+10.0% |
| Admin fee / account holder | $20,777 | $15,393+35.0% | $12,824+62.0% | $11,409+82.1% |