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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 | $192,746 | $129,737+48.6% | $119,126+61.8% | $154,746+24.6% |
| Participation rate | 81.0% | 78.9%+2.1pp | 75.8%+5.2pp | 80.7%+0.3pp |
| Annual return | 15.21% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,172 | $4,375-50.3% | $4,034-46.1% | $4,379-50.4% |
| Participant deferral / active EE | $6,068 | $5,842+3.9% | $5,318+14.1% | $6,730-9.8% |
| Admin fee / account holder | $28,111 | $11,961+135.0% | $10,693+162.9% | $14,365+95.7% |