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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 | $194,731 | $185,856+4.8% | $170,028+14.5% | $139,456+39.6% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 17.97% | 60.52%-42.6pp | 53.39%-35.4pp | 373.45%-355.5pp |
| Employer contribution / active EE | $5,064 | $7,593-33.3% | $6,788-25.4% | $4,753+6.6% |
| Participant deferral / active EE | $13,023 | $11,623+12.0% | $10,409+25.1% | $6,711+94.0% |
| Admin fee / account holder | $623 | $15,387-96.0% | $12,820-95.1% | $11,407-94.5% |