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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 | $222,125 | $166,268+33.6% | $165,100+34.5% | $145,897+52.2% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 26.17% | 100.52%-74.4pp | 70.21%-44.0pp | 552.29%-526.1pp |
| Employer contribution / active EE | $5,383 | $5,284+1.9% | $4,348+23.8% | $4,663+15.5% |
| Participant deferral / active EE | $15,684 | $6,964+125.2% | $6,035+159.9% | $6,689+134.5% |
| Admin fee / account holder | $2,211 | $16,659-86.7% | $12,696-82.6% | $13,390-83.5% |