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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 | $223,567 | $197,603+13.1% | $177,827+25.7% | $158,950+40.7% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.7%-17.7pp | 82.0%-12.0pp |
| Annual return | 17.52% | 58.76%-41.2pp | 48.32%-30.8pp | 302.91%-285.4pp |
| Employer contribution / active EE | $2,406 | $6,698-64.1% | $5,918-59.3% | $4,762-49.5% |
| Participant deferral / active EE | $7,921 | $8,404-5.7% | $7,713+2.7% | $5,983+32.4% |
| Admin fee / account holder | $482 | $15,402-96.9% | $12,429-96.1% | $11,248-95.7% |