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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 | $226,274 | $148,582+52.3% | $135,942+66.4% | $139,456+62.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 20.83% | 79.26%-58.4pp | 68.28%-47.5pp | 373.45%-352.6pp |
| Employer contribution / active EE | $6,318 | $5,245+20.5% | $4,858+30.1% | $4,753+32.9% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,408 | $12,402-88.6% | $10,764-86.9% | $11,407-87.7% |