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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 | $175,465 | $162,812+7.8% | $133,971+31.0% | $158,966+10.4% |
| Participation rate | 86.7% | 83.2%+3.4pp | 79.8%+6.8pp | 82.0%+4.7pp |
| Annual return | 12.68% | 41.94%-29.3pp | 45.09%-32.4pp | 302.95%-290.3pp |
| Employer contribution / active EE | $8,333 | $4,976+67.5% | $3,919+112.7% | $4,762+75.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $21,455 | $11,741+82.7% | $8,929+140.3% | $11,250+90.7% |