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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 | $222,245 | $183,516+21.1% | $155,534+42.9% | $145,884+52.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.93% | 61.43%-47.5pp | 64.92%-51.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $12,582 | $5,315+136.7% | $4,675+169.2% | $4,662+169.9% |
| Participant deferral / active EE | $11,558 | $6,467+78.7% | $5,630+105.3% | $6,690+72.8% |
| Admin fee / account holder | $3,471 | $19,293-82.0% | $15,900-78.2% | $13,392-74.1% |