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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 | $180,470 | $185,905-2.9% | $170,057+6.1% | $139,487+29.4% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 17.67% | 60.56%-42.9pp | 53.42%-35.7pp | 373.84%-356.2pp |
| Employer contribution / active EE | $17,667 | $7,597+132.5% | $6,790+160.2% | $4,755+271.6% |
| Participant deferral / active EE | $10,834 | $11,627-6.8% | $10,411+4.1% | $6,713+61.4% |
| Admin fee / account holder | $10,700 | $15,397-30.5% | $12,826-16.6% | $11,407-6.2% |