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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 | $152,669 | $209,336-27.1% | $197,124-22.6% | $137,256+11.2% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 26.44% | 48.09%-21.7pp | 44.34%-17.9pp | 220.34%-193.9pp |
| Employer contribution / active EE | $21,239 | $6,591+222.3% | $6,227+241.1% | $4,156+411.0% |
| Participant deferral / active EE | $8,873 | $9,614-7.7% | $9,135-2.9% | $6,407+38.5% |
| Admin fee / account holder | $428 | $17,308-97.5% | $16,298-97.4% | $12,270-96.5% |