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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 | $220,169 | $196,972+11.8% | $182,262+20.8% | $198,609+10.9% |
| Participation rate | 77.8% | 85.7%-7.9pp | 84.2%-6.4pp | 82.4%-4.6pp |
| Annual return | 14.86% | 158.27%-143.4pp | 140.60%-125.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $4,973 | $5,364-7.3% | $5,046-1.4% | $5,055-1.6% |
| Participant deferral / active EE | $22,553 | $8,643+160.9% | $8,276+172.5% | $6,977+223.3% |
| Admin fee / account holder | $24,280 | $18,429+31.8% | $16,712+45.3% | $19,030+27.6% |