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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 | $85,848 | $209,336-59.0% | $197,124-56.4% | $137,256-37.5% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 14.95% | 48.09%-33.1pp | 44.34%-29.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $14,731 | $6,591+123.5% | $6,227+136.6% | $4,156+254.4% |
| Participant deferral / active EE | $11,244 | $9,614+17.0% | $9,135+23.1% | $6,407+75.5% |
| Admin fee / account holder | $8,424 | $17,308-51.3% | $16,298-48.3% | $12,270-31.3% |