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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 | $156,381 | $156,616-0.2% | $133,346+17.3% | $198,609-21.3% |
| Participation rate | 87.5% | 77.7%+9.8pp | 72.8%+14.7pp | 82.4%+5.1pp |
| Annual return | 13.79% | 44.25%-30.5pp | 36.85%-23.1pp | 202.70%-188.9pp |
| Employer contribution / active EE | $15,874 | $3,368+371.3% | $2,853+456.3% | $5,055+214.0% |
| Participant deferral / active EE | $11,038 | $4,920+124.4% | $4,332+154.8% | $6,977+58.2% |
| Admin fee / account holder | $7,030 | $17,468-59.8% | $14,264-50.7% | $19,030-63.1% |