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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 | $154,057 | $129,737+18.7% | $119,126+29.3% | $154,746-0.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 16.30% | 379.08%-362.8pp | 282.11%-265.8pp | 172.34%-156.0pp |
| Employer contribution / active EE | $15,267 | $4,375+249.0% | $4,034+278.5% | $4,379+248.6% |
| Participant deferral / active EE | $12,010 | $5,842+105.6% | $5,318+125.8% | $6,730+78.4% |
| Admin fee / account holder | $963 | $11,961-92.0% | $10,693-91.0% | $14,365-93.3% |