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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 | $248,626 | $160,028+55.4% | $147,080+69.0% | $145,884+70.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 13.25% | 98.60%-85.3pp | 420.17%-406.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $7,519 | $5,286+42.2% | $4,933+52.4% | $4,662+61.3% |
| Participant deferral / active EE | $7,382 | $8,422-12.3% | $8,066-8.5% | $6,690+10.4% |
| Admin fee / account holder | $22,628 | $15,030+50.6% | $12,989+74.2% | $13,392+69.0% |