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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 | $219,783 | $115,814+89.8% | $101,275+117.0% | $158,982+38.2% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 19.31% | 56.16%-36.8pp | 46.48%-27.2pp | 302.99%-283.7pp |
| Employer contribution / active EE | $5,521 | $4,176+32.2% | $3,660+50.8% | $4,763+15.9% |
| Participant deferral / active EE | $8,978 | $4,958+81.1% | $4,371+105.4% | $5,983+50.0% |
| Admin fee / account holder | $10,005 | $7,249+38.0% | $5,948+68.2% | $11,252-11.1% |