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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 | $171,694 | $115,903+48.1% | $100,528+70.8% | $158,966+8.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 22.34% | 34.80%-12.5pp | 30.90%-8.6pp | 302.95%-280.6pp |
| Employer contribution / active EE | $15,520 | $4,105+278.1% | $3,419+354.0% | $4,762+225.9% |
| Participant deferral / active EE | $12,563 | $6,677+88.2% | $6,271+100.3% | $5,983+110.0% |
| Admin fee / account holder | $566 | $11,000-94.9% | $8,084-93.0% | $11,250-95.0% |