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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 | $171,766 | $157,304+9.2% | $141,197+21.6% | $152,909+12.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 22.01% | 64.34%-42.3pp | 71.41%-49.4pp | 345.46%-323.5pp |
| Employer contribution / active EE | $19,727 | $5,263+274.9% | $4,736+316.5% | $4,764+314.1% |
| Participant deferral / active EE | $16,217 | $7,111+128.1% | $6,710+141.7% | $5,851+177.1% |
| Admin fee / account holder | $97,858 | $12,126+707.0% | $10,265+853.3% | $11,601+743.6% |