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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 | $223,174 | $183,539+21.6% | $155,556+43.5% | $145,897+53.0% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.41% | 61.31%-49.9pp | 64.84%-53.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $3,052 | $5,315-42.6% | $4,675-34.7% | $4,663-34.5% |
| Participant deferral / active EE | $7,596 | $6,467+17.5% | $5,631+34.9% | $6,689+13.6% |
| Admin fee / account holder | $1,236 | $19,275-93.6% | $15,885-92.2% | $13,390-90.8% |