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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 | $166,090 | $178,174-6.8% | $156,181+6.3% | $137,256+21.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 14.34% | 84.19%-69.8pp | 64.87%-50.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $15,500 | $4,972+211.8% | $4,294+261.0% | $4,156+273.0% |
| Participant deferral / active EE | $2,900 | $6,888-57.9% | $6,132-52.7% | $6,407-54.7% |
| Admin fee / account holder | $4,799 | $17,404-72.4% | $14,586-67.1% | $12,270-60.9% |