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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 | $170,048 | $183,592-7.4% | $155,574+9.3% | $145,877+16.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 15.41% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $17,483 | $5,317+228.8% | $4,676+273.9% | $4,663+274.9% |
| Participant deferral / active EE | $10,385 | $6,466+60.6% | $5,629+84.5% | $6,691+55.2% |
| Admin fee / account holder | $5,259 | $19,316-72.8% | $15,914-67.0% | $13,402-60.8% |