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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 | $202,247 | $183,516+10.2% | $155,534+30.0% | $145,884+38.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 33.02% | 61.43%-28.4pp | 64.92%-31.9pp | 551.85%-518.8pp |
| Employer contribution / active EE | $12,076 | $5,315+127.2% | $4,675+158.3% | $4,662+159.0% |
| Participant deferral / active EE | $6,209 | $6,467-4.0% | $5,630+10.3% | $6,690-7.2% |
| Admin fee / account holder | $2,391 | $19,293-87.6% | $15,900-85.0% | $13,392-82.1% |