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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 | $194,704 | $148,629+31.0% | $135,982+43.2% | $139,487+39.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 20.65% | 79.33%-58.7pp | 68.32%-47.7pp | 373.84%-353.2pp |
| Employer contribution / active EE | $18,569 | $5,247+253.9% | $4,859+282.1% | $4,755+290.5% |
| Participant deferral / active EE | $10,933 | $8,102+34.9% | $7,760+40.9% | $6,713+62.9% |
| Admin fee / account holder | $1,027 | $12,406-91.7% | $10,767-90.5% | $11,407-91.0% |