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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 | $215,931 | $160,040+34.9% | $147,096+46.8% | $145,877+48.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.75% | 98.49%-83.7pp | 419.75%-405.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,434 | $5,289-72.9% | $4,936-70.9% | $4,663-69.2% |
| Participant deferral / active EE | $7,237 | $8,429-14.1% | $8,071-10.3% | $6,691+8.2% |
| Admin fee / account holder | $125,650 | $15,050+734.9% | $13,005+866.2% | $13,402+837.5% |