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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 | $222,153 | $175,259+26.8% | $149,723+48.4% | $139,487+59.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 15.65% | 166.82%-151.2pp | 134.50%-118.8pp | 373.84%-358.2pp |
| Employer contribution / active EE | $2,247 | $5,478-59.0% | $4,821-53.4% | $4,755-52.7% |
| Participant deferral / active EE | $2,605 | $6,522-60.1% | $5,682-54.2% | $6,713-61.2% |
| Admin fee / account holder | $510 | $16,158-96.8% | $13,215-96.1% | $11,407-95.5% |