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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 | $195,035 | $183,516+6.3% | $155,534+25.4% | $145,884+33.7% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 15.85% | 61.43%-45.6pp | 64.92%-49.1pp | 551.85%-536.0pp |
| Employer contribution / active EE | $16,901 | $5,315+218.0% | $4,675+261.5% | $4,662+262.5% |
| Participant deferral / active EE | $8,992 | $6,467+39.1% | $5,630+59.7% | $6,690+34.4% |
| Admin fee / account holder | $3,534 | $19,293-81.7% | $15,900-77.8% | $13,392-73.6% |