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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 | $193,731 | $183,592+5.5% | $155,574+24.5% | $145,877+32.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.60% | 61.37%-46.8pp | 64.87%-50.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $3,290 | $5,317-38.1% | $4,676-29.6% | $4,663-29.5% |
| Participant deferral / active EE | $10,044 | $6,466+55.3% | $5,629+78.4% | $6,691+50.1% |
| Admin fee / account holder | $837 | $19,316-95.7% | $15,914-94.7% | $13,402-93.8% |