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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 | $195,994 | $108,911+80.0% | $100,392+95.2% | $145,884+34.3% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 19.14% | 58.23%-39.1pp | 49.45%-30.3pp | 551.85%-532.7pp |
| Employer contribution / active EE | $13,159 | $4,420+197.7% | $3,941+233.9% | $4,662+182.2% |
| Participant deferral / active EE | $22,875 | $8,459+170.4% | $8,090+182.8% | $6,690+241.9% |
| Admin fee / account holder | $1,460 | $9,698-84.9% | $7,904-81.5% | $13,392-89.1% |