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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 | $196,432 | $185,856+5.7% | $170,028+15.5% | $139,456+40.9% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 16.15% | 60.52%-44.4pp | 53.39%-37.2pp | 373.45%-357.3pp |
| Employer contribution / active EE | $20,141 | $7,593+165.3% | $6,788+196.7% | $4,753+323.8% |
| Participant deferral / active EE | $12,591 | $11,623+8.3% | $10,409+21.0% | $6,711+87.6% |
| Admin fee / account holder | $3,065 | $15,387-80.1% | $12,820-76.1% | $11,407-73.1% |