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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 | $191,187 | $111,814+71.0% | $103,378+84.9% | $145,978+31.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 22.67% | 24.80%-2.1pp | 24.91%-2.2pp | 550.52%-527.9pp |
| Employer contribution / active EE | $6,000 | $4,215+42.3% | $3,870+55.0% | $4,662+28.7% |
| Participant deferral / active EE | $7,551 | $5,618+34.4% | $5,058+49.3% | $6,690+12.9% |
| Admin fee / account holder | $5,177 | $9,764-47.0% | $8,401-38.4% | $13,400-61.4% |