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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 | $195,567 | $142,354+37.4% | $125,529+55.8% | $155,188+26.0% |
| Participation rate | 73.7% | 78.1%-4.4pp | 74.7%-1.0pp | 80.8%-7.1pp |
| Annual return | 16.96% | 306.06%-289.1pp | 202.56%-185.6pp | 148.84%-131.9pp |
| Employer contribution / active EE | $3,827 | $3,501+9.3% | $3,058+25.2% | $4,248-9.9% |
| Participant deferral / active EE | $9,549 | $5,491+73.9% | $4,813+98.4% | $6,531+46.2% |
| Admin fee / account holder | $2,033 | $19,392-89.5% | $16,298-87.5% | $14,480-86.0% |