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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 | $220,338 | $162,821+35.3% | $133,978+64.5% | $158,982+38.6% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 17.00% | 41.95%-25.0pp | 45.10%-28.1pp | 302.99%-286.0pp |
| Employer contribution / active EE | $20,868 | $4,976+319.4% | $3,919+432.5% | $4,763+338.1% |
| Participant deferral / active EE | $6,500 | $5,910+10.0% | $5,047+28.8% | $5,983+8.6% |
| Admin fee / account holder | $1,249 | $11,742-89.4% | $8,930-86.0% | $11,252-88.9% |