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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 | $217,472 | $166,089+30.9% | $164,928+31.9% | $145,978+49.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 11.03% | 100.26%-89.2pp | 70.08%-59.0pp | 550.52%-539.5pp |
| Employer contribution / active EE | $27,531 | $5,276+421.8% | $4,343+533.9% | $4,662+490.6% |
| Participant deferral / active EE | $6,915 | $6,961-0.7% | $6,034+14.6% | $6,690+3.4% |
| Admin fee / account holder | $502,039 | $16,641+2917.0% | $12,684+3857.9% | $13,400+3646.5% |