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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 | $232,719 | $175,231+32.8% | $149,696+55.5% | $139,466+66.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 14.09% | 166.77%-152.7pp | 134.46%-120.4pp | 373.66%-359.6pp |
| Employer contribution / active EE | $2,919 | $5,478-46.7% | $4,821-39.5% | $4,754-38.6% |
| Participant deferral / active EE | $14,688 | $6,521+125.2% | $5,682+158.5% | $6,712+118.8% |
| Admin fee / account holder | $33,077 | $16,155+104.7% | $13,212+150.4% | $11,409+189.9% |