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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 | $199,821 | $165,381+20.8% | $149,730+33.5% | $158,966+25.7% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 27.13% | 348.29%-321.2pp | 276.70%-249.6pp | 302.95%-275.8pp |
| Employer contribution / active EE | $6,869 | $5,104+34.6% | $4,645+47.9% | $4,762+44.2% |
| Participant deferral / active EE | $3,811 | $7,182-46.9% | $6,843-44.3% | $5,983-36.3% |
| Admin fee / account holder | $803 | $10,809-92.6% | $9,310-91.4% | $11,250-92.9% |