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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 | $172,920 | $183,516-5.8% | $155,534+11.2% | $145,884+18.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.53% | 61.43%-47.9pp | 64.92%-51.4pp | 551.85%-538.3pp |
| Employer contribution / active EE | $7,003 | $5,315+31.8% | $4,675+49.8% | $4,662+50.2% |
| Participant deferral / active EE | $2,400 | $6,467-62.9% | $5,630-57.4% | $6,690-64.1% |
| Admin fee / account holder | $1,703 | $19,293-91.2% | $15,900-89.3% | $13,392-87.3% |