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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 | $186,849 | $148,623+25.7% | $135,974+37.4% | $139,466+34.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.80% | 79.30%-62.5pp | 68.30%-51.5pp | 373.66%-356.9pp |
| Employer contribution / active EE | $3,243 | $5,246-38.2% | $4,859-33.2% | $4,754-31.8% |
| Participant deferral / active EE | $10,400 | $8,103+28.3% | $7,760+34.0% | $6,712+54.9% |
| Admin fee / account holder | $37,511 | $12,406+202.4% | $10,767+248.4% | $11,409+228.8% |