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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 | $232,250 | $183,627+26.5% | $155,602+49.3% | $145,978+59.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.82% | 61.32%-44.5pp | 64.81%-48.0pp | 550.52%-533.7pp |
| Employer contribution / active EE | $1,413 | $5,316-73.4% | $4,675-69.8% | $4,662-69.7% |
| Participant deferral / active EE | $6,030 | $6,466-6.7% | $5,629+7.1% | $6,690-9.9% |
| Admin fee / account holder | $625 | $19,327-96.8% | $15,923-96.1% | $13,400-95.3% |