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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 | $183,516+26.6% | $155,534+49.3% | $145,884+59.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.82% | 61.43%-44.6pp | 64.92%-48.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,413 | $5,315-73.4% | $4,675-69.8% | $4,662-69.7% |
| Participant deferral / active EE | $6,030 | $6,467-6.7% | $5,630+7.1% | $6,690-9.9% |
| Admin fee / account holder | $625 | $19,293-96.8% | $15,900-96.1% | $13,392-95.3% |