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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 | $222,329 | $171,492+29.6% | $150,734+47.5% | $198,609+11.9% |
| Participation rate | 78.3% | 81.4%-3.2pp | 78.4%-0.2pp | 82.4%-4.1pp |
| Annual return | 10.83% | 804.70%-793.9pp | 600.81%-590.0pp | 202.70%-191.9pp |
| Employer contribution / active EE | $3,649 | $5,470-33.3% | $4,918-25.8% | $5,055-27.8% |
| Participant deferral / active EE | $5,855 | $6,259-6.5% | $5,610+4.4% | $6,977-16.1% |
| Admin fee / account holder | $12,557 | $17,628-28.8% | $14,905-15.8% | $19,030-34.0% |