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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 | $188,780 | $108,922+73.3% | $100,398+88.0% | $145,978+29.3% |
| Participation rate | 87.5% | 83.0%+4.5pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 12.67% | 58.04%-45.4pp | 49.32%-36.7pp | 550.52%-537.8pp |
| Employer contribution / active EE | $4,850 | $4,426+9.6% | $3,946+22.9% | $4,662+4.0% |
| Participant deferral / active EE | $12,454 | $8,450+47.4% | $8,084+54.1% | $6,690+86.2% |
| Admin fee / account holder | $1,461 | $9,680-84.9% | $7,893-81.5% | $13,400-89.1% |