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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 | $178,434 | $129,737+37.5% | $119,126+49.8% | $154,746+15.3% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 15.40% | 379.08%-363.7pp | 282.11%-266.7pp | 172.34%-156.9pp |
| Employer contribution / active EE | $25,970 | $4,375+493.6% | $4,034+543.8% | $4,379+493.0% |
| Participant deferral / active EE | $17,649 | $5,842+202.1% | $5,318+231.9% | $6,730+162.2% |
| Admin fee / account holder | $9,429 | $11,961-21.2% | $10,693-11.8% | $14,365-34.4% |