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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 | $205,623 | $165,381+24.3% | $149,730+37.3% | $158,966+29.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 11.32% | 348.29%-337.0pp | 276.70%-265.4pp | 302.95%-291.6pp |
| Employer contribution / active EE | $21,327 | $5,104+317.8% | $4,645+359.1% | $4,762+347.8% |
| Participant deferral / active EE | $22,709 | $7,182+216.2% | $6,843+231.9% | $5,983+279.6% |
| Admin fee / account holder | $50,640 | $10,809+368.5% | $9,310+443.9% | $11,250+350.1% |