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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 | $197,687 | $183,539+7.7% | $155,556+27.1% | $145,897+35.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.69% | 61.31%-46.6pp | 64.84%-50.1pp | 552.29%-537.6pp |
| Employer contribution / active EE | $7,286 | $5,315+37.1% | $4,675+55.8% | $4,663+56.3% |
| Participant deferral / active EE | $8,116 | $6,467+25.5% | $5,631+44.1% | $6,689+21.3% |
| Admin fee / account holder | $1,648 | $19,275-91.5% | $15,885-89.6% | $13,390-87.7% |