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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 | $221,363 | $232,540-4.8% | $185,117+19.6% | $147,586+50.0% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 13.88% | 43.03%-29.1pp | 40.50%-26.6pp | 578.59%-564.7pp |
| Employer contribution / active EE | $5,931 | $5,195+14.2% | $4,182+41.8% | $4,876+21.6% |
| Participant deferral / active EE | $7,316 | $5,834+25.4% | $5,045+45.0% | $5,439+34.5% |
| Admin fee / account holder | $6,128 | $10,275-40.4% | $8,159-24.9% | $10,886-43.7% |