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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 | $218,594 | $183,627+19.0% | $155,602+40.5% | $145,978+49.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.36% | 61.32%-48.0pp | 64.81%-51.5pp | 550.52%-537.2pp |
| Employer contribution / active EE | $14,226 | $5,316+167.6% | $4,675+204.3% | $4,662+205.2% |
| Participant deferral / active EE | $12,811 | $6,466+98.1% | $5,629+127.6% | $6,690+91.5% |
| Admin fee / account holder | $1,786 | $19,327-90.8% | $15,923-88.8% | $13,400-86.7% |