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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 | $194,395 | $114,119+70.3% | $107,187+81.4% | $138,895+40.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 18.98% | 273.21%-254.2pp | 204.55%-185.6pp | 145.39%-126.4pp |
| Employer contribution / active EE | $17,844 | $4,059+339.6% | $3,782+371.8% | $4,194+325.4% |
| Participant deferral / active EE | $7,395 | $5,538+33.5% | $5,096+45.1% | $6,396+15.6% |
| Admin fee / account holder | $1,476 | $10,024-85.3% | $9,162-83.9% | $12,562-88.3% |