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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 | $183,627+10.1% | $155,602+30.0% | $145,978+38.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 33.02% | 61.32%-28.3pp | 64.81%-31.8pp | 550.52%-517.5pp |
| Employer contribution / active EE | $12,076 | $5,316+127.1% | $4,675+158.3% | $4,662+159.0% |
| Participant deferral / active EE | $6,209 | $6,466-4.0% | $5,629+10.3% | $6,690-7.2% |
| Admin fee / account holder | $2,391 | $19,327-87.6% | $15,923-85.0% | $13,400-82.2% |