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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 | $241,781 | $160,070+51.0% | $147,117+64.3% | $145,897+65.7% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 28.35% | 98.69%-70.3pp | 420.54%-392.2pp | 552.29%-523.9pp |
| Employer contribution / active EE | $2,271 | $5,285-57.0% | $4,932-53.9% | $4,663-51.3% |
| Participant deferral / active EE | $5,658 | $8,419-32.8% | $8,065-29.8% | $6,689-15.4% |
| Admin fee / account holder | $10,665 | $15,035-29.1% | $12,993-17.9% | $13,390-20.4% |