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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 | $224,243 | $217,432+3.1% | $185,849+20.7% | $167,536+33.8% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.90% | 148.42%-132.5pp | 122.10%-106.2pp | 478.82%-462.9pp |
| Employer contribution / active EE | $2,656 | $5,875-54.8% | $5,169-48.6% | $4,839-45.1% |
| Participant deferral / active EE | $5,540 | $6,357-12.9% | $5,569-0.5% | $6,342-12.7% |
| Admin fee / account holder | $9,741 | $19,818-50.8% | $16,244-40.0% | $12,315-20.9% |