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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 | $183,516-7.3% | $155,534+9.3% | $145,884+16.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 15.41% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $17,483 | $5,315+228.9% | $4,675+274.0% | $4,662+275.0% |
| Participant deferral / active EE | $10,385 | $6,467+60.6% | $5,630+84.4% | $6,690+55.2% |
| Admin fee / account holder | $5,259 | $19,293-72.7% | $15,900-66.9% | $13,392-60.7% |