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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 | $191,470 | $129,737+47.6% | $119,126+60.7% | $154,746+23.7% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 18.53% | 379.08%-360.6pp | 282.11%-263.6pp | 172.34%-153.8pp |
| Employer contribution / active EE | $15,519 | $4,375+254.7% | $4,034+284.8% | $4,379+254.4% |
| Participant deferral / active EE | $16,868 | $5,842+188.7% | $5,318+217.2% | $6,730+150.6% |
| Admin fee / account holder | $971 | $11,961-91.9% | $10,693-90.9% | $14,365-93.2% |