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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 | $210,510 | $156,398+34.6% | $147,318+42.9% | $138,895+51.6% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 15.02% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $3,239 | $4,853-33.3% | $4,593-29.5% | $4,194-22.8% |
| Participant deferral / active EE | $13,186 | $8,237+60.1% | $7,906+66.8% | $6,396+106.2% |
| Admin fee / account holder | $50,000 | $14,976+233.9% | $13,708+264.8% | $12,562+298.0% |