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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 | $184,859 | $185,883-0.6% | $170,043+8.7% | $139,466+32.5% |
| Participation rate | 78.9% | 87.8%-8.8pp | 87.0%-8.1pp | 80.3%-1.4pp |
| Annual return | 19.45% | 60.54%-41.1pp | 53.40%-34.0pp | 373.66%-354.2pp |
| Employer contribution / active EE | $12,619 | $7,596+66.1% | $6,790+85.8% | $4,754+165.4% |
| Participant deferral / active EE | $13,523 | $11,626+16.3% | $10,410+29.9% | $6,712+101.5% |
| Admin fee / account holder | $4,730 | $15,393-69.3% | $12,824-63.1% | $11,409-58.5% |