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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 | $245,643 | $217,432+13.0% | $185,849+32.2% | $167,536+46.6% |
| Participation rate | 77.8% | 86.1%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 17.45% | 148.42%-131.0pp | 122.10%-104.6pp | 478.82%-461.4pp |
| Employer contribution / active EE | $2,879 | $5,875-51.0% | $5,169-44.3% | $4,839-40.5% |
| Participant deferral / active EE | $7,721 | $6,357+21.4% | $5,569+38.6% | $6,342+21.7% |
| Admin fee / account holder | $1,836 | $19,818-90.7% | $16,244-88.7% | $12,315-85.1% |