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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 | $154,744 | $165,361-6.4% | $149,715+3.4% | $158,950-2.6% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 22.47% | 348.24%-325.8pp | 276.66%-254.2pp | 302.91%-280.4pp |
| Employer contribution / active EE | $3,266 | $5,103-36.0% | $4,645-29.7% | $4,762-31.4% |
| Participant deferral / active EE | $11,789 | $7,182+64.2% | $6,842+72.3% | $5,983+97.0% |
| Admin fee / account holder | $1,823 | $10,808-83.1% | $9,310-80.4% | $11,248-83.8% |