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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 | $214,023 | $166,242+28.7% | $165,071+29.7% | $145,884+46.7% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 8.92% | 100.44%-91.5pp | 70.17%-61.3pp | 551.85%-542.9pp |
| Employer contribution / active EE | $6,100 | $5,283+15.5% | $4,347+40.3% | $4,662+30.8% |
| Participant deferral / active EE | $7,882 | $6,964+13.2% | $6,035+30.6% | $6,690+17.8% |
| Admin fee / account holder | $45,533 | $16,658+173.3% | $12,695+258.7% | $13,392+240.0% |