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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 | $201,540 | $212,386-5.1% | $199,883+0.8% | $138,895+45.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 16.38% | 47.75%-31.4pp | 43.81%-27.4pp | 145.39%-129.0pp |
| Employer contribution / active EE | $18,395 | $6,625+177.7% | $6,261+193.8% | $4,194+338.6% |
| Participant deferral / active EE | $13,907 | $9,617+44.6% | $9,138+52.2% | $6,396+117.4% |
| Admin fee / account holder | $791 | $18,233-95.7% | $17,268-95.4% | $12,562-93.7% |