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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 | $192,035 | $112,131+71.3% | $95,964+100.1% | $158,982+20.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 16.61% | 171.19%-154.6pp | 91.64%-75.0pp | 302.99%-286.4pp |
| Employer contribution / active EE | $3,754 | $3,199+17.4% | $2,541+47.7% | $4,763-21.2% |
| Participant deferral / active EE | $9,408 | $4,784+96.7% | $4,167+125.8% | $5,983+57.2% |
| Admin fee / account holder | $7,125 | $10,136-29.7% | $6,797+4.8% | $11,252-36.7% |