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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 | $198,000 | $148,629+33.2% | $135,982+45.6% | $139,487+41.9% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 31.12% | 79.33%-48.2pp | 68.32%-37.2pp | 373.84%-342.7pp |
| Employer contribution / active EE | $15,943 | $5,247+203.9% | $4,859+228.1% | $4,755+235.3% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $15,403 | $12,406+24.2% | $10,767+43.1% | $11,407+35.0% |