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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 | $205,956 | $183,539+12.2% | $155,556+32.4% | $145,897+41.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.00% | 61.31%-45.3pp | 64.84%-48.8pp | 552.29%-536.3pp |
| Employer contribution / active EE | $26,868 | $5,315+405.5% | $4,675+474.7% | $4,663+476.3% |
| Participant deferral / active EE | $7,964 | $6,467+23.1% | $5,631+41.4% | $6,689+19.0% |
| Admin fee / account holder | $1,222 | $19,275-93.7% | $15,885-92.3% | $13,390-90.9% |