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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 | $150,452 | $185,905-19.1% | $170,057-11.5% | $139,487+7.9% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 21.68% | 60.56%-38.9pp | 53.42%-31.7pp | 373.84%-352.2pp |
| Employer contribution / active EE | $15,449 | $7,597+103.3% | $6,790+127.5% | $4,755+224.9% |
| Participant deferral / active EE | $10,436 | $11,627-10.2% | $10,411+0.2% | $6,713+55.5% |
| Admin fee / account holder | $1,621 | $15,397-89.5% | $12,826-87.4% | $11,407-85.8% |