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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 | $238,433 | $175,259+36.0% | $149,723+59.2% | $139,487+70.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 23.16% | 166.82%-143.7pp | 134.50%-111.3pp | 373.84%-350.7pp |
| Employer contribution / active EE | $5,439 | $5,478-0.7% | $4,821+12.8% | $4,755+14.4% |
| Participant deferral / active EE | $6,482 | $6,522-0.6% | $5,682+14.1% | $6,713-3.4% |
| Admin fee / account holder | $976 | $16,158-94.0% | $13,215-92.6% | $11,407-91.4% |