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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 | $196,094 | $129,737+51.1% | $119,126+64.6% | $154,746+26.7% |
| Participation rate | 72.7% | 78.9%-6.1pp | 75.8%-3.0pp | 80.7%-8.0pp |
| Annual return | 13.32% | 379.08%-365.8pp | 282.11%-268.8pp | 172.34%-159.0pp |
| Employer contribution / active EE | $3,956 | $4,375-9.6% | $4,034-1.9% | $4,379-9.7% |
| Participant deferral / active EE | $9,756 | $5,842+67.0% | $5,318+83.5% | $6,730+45.0% |
| Admin fee / account holder | $22,480 | $11,961+88.0% | $10,693+110.2% | $14,365+56.5% |