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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 | $202,819 | $166,242+22.0% | $165,071+22.9% | $145,884+39.0% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 23.22% | 100.44%-77.2pp | 70.17%-46.9pp | 551.85%-528.6pp |
| Employer contribution / active EE | $17,386 | $5,283+229.1% | $4,347+299.9% | $4,662+272.9% |
| Participant deferral / active EE | $13,506 | $6,964+93.9% | $6,035+123.8% | $6,690+101.9% |
| Admin fee / account holder | $5,168 | $16,658-69.0% | $12,695-59.3% | $13,392-61.4% |