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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 | $227,672 | $157,304+44.7% | $141,197+61.2% | $152,909+48.9% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 21.63% | 64.34%-42.7pp | 71.41%-49.8pp | 345.46%-323.8pp |
| Employer contribution / active EE | $15,244 | $5,263+189.7% | $4,736+221.9% | $4,764+220.0% |
| Participant deferral / active EE | $17,065 | $7,111+140.0% | $6,710+154.3% | $5,851+191.6% |
| Admin fee / account holder | $1,951 | $12,126-83.9% | $10,265-81.0% | $11,601-83.2% |