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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 | $220,135 | $160,070+37.5% | $147,117+49.6% | $145,897+50.9% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 16.35% | 98.69%-82.3pp | 420.54%-404.2pp | 552.29%-535.9pp |
| Employer contribution / active EE | $4,470 | $5,285-15.4% | $4,932-9.4% | $4,663-4.1% |
| Participant deferral / active EE | $9,940 | $8,419+18.1% | $8,065+23.3% | $6,689+48.6% |
| Admin fee / account holder | $14,286 | $15,035-5.0% | $12,993+10.0% | $13,390+6.7% |