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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 | $213,029 | $148,582+43.4% | $135,942+56.7% | $139,456+52.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.46% | 79.26%-63.8pp | 68.28%-52.8pp | 373.45%-358.0pp |
| Employer contribution / active EE | $3,299 | $5,245-37.1% | $4,858-32.1% | $4,753-30.6% |
| Participant deferral / active EE | $12,715 | $8,101+57.0% | $7,759+63.9% | $6,711+89.5% |
| Admin fee / account holder | $21,717 | $12,402+75.1% | $10,764+101.8% | $11,407+90.4% |