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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 | $201,218 | $197,603+1.8% | $177,827+13.2% | $158,950+26.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 13.42% | 58.76%-45.3pp | 48.32%-34.9pp | 302.91%-289.5pp |
| Employer contribution / active EE | $9,162 | $6,698+36.8% | $5,918+54.8% | $4,762+92.4% |
| Participant deferral / active EE | $9,266 | $8,404+10.3% | $7,713+20.1% | $5,983+54.9% |
| Admin fee / account holder | $1,082 | $15,402-93.0% | $12,429-91.3% | $11,248-90.4% |