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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 | $241,082 | $212,386+13.5% | $199,883+20.6% | $138,895+73.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 71.16% | 47.75%+23.4pp | 43.81%+27.4pp | 145.39%-74.2pp |
| Employer contribution / active EE | $1,875 | $6,625-71.7% | $6,261-70.1% | $4,194-55.3% |
| Participant deferral / active EE | $9,000 | $9,617-6.4% | $9,138-1.5% | $6,396+40.7% |
| Admin fee / account holder | $13,475 | $18,233-26.1% | $17,268-22.0% | $12,562+7.3% |