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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 | $206,518 | $817,678-74.7% | $392,568-47.4% | $152,897+35.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.1%+7.7pp | 82.5%+3.3pp |
| Annual return | 17.06% | 22.84%-5.8pp | 24.42%-7.4pp | 345.43%-328.4pp |
| Employer contribution / active EE | $6,054 | $5,502+10.0% | $3,783+60.0% | $4,764+27.1% |
| Participant deferral / active EE | $15,266 | $8,398+81.8% | $5,985+155.1% | $5,851+160.9% |
| Admin fee / account holder | $683 | $12,095-94.4% | $6,260-89.1% | $11,599-94.1% |