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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 | $206,338 | $227,291-9.2% | $214,702-3.9% | $155,188+33.0% |
| Participation rate | 95.5% | 88.0%+7.5pp | 87.5%+8.0pp | 80.8%+14.7pp |
| Annual return | 16.46% | 60.08%-43.6pp | 54.55%-38.1pp | 148.84%-132.4pp |
| Employer contribution / active EE | $4,138 | $6,772-38.9% | $6,461-36.0% | $4,248-2.6% |
| Participant deferral / active EE | $10,979 | $9,582+14.6% | $9,147+20.0% | $6,531+68.1% |
| Admin fee / account holder | $6,651 | $20,413-67.4% | $19,830-66.5% | $14,480-54.1% |