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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 | $236,230 | $196,972+19.9% | $182,262+29.6% | $198,609+18.9% |
| Participation rate | 78.3% | 85.7%-7.4pp | 84.2%-6.0pp | 82.4%-4.1pp |
| Annual return | 18.08% | 158.27%-140.2pp | 140.60%-122.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $2,772 | $5,364-48.3% | $5,046-45.1% | $5,055-45.2% |
| Participant deferral / active EE | $5,434 | $8,643-37.1% | $8,276-34.3% | $6,977-22.1% |
| Admin fee / account holder | $1,909 | $18,429-89.6% | $16,712-88.6% | $19,030-90.0% |