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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 | $183,592+7.7% | $155,567+27.1% | $145,959+35.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.69% | 61.24%-46.5pp | 64.74%-50.0pp | 561.95%-547.3pp |
| Employer contribution / active EE | $7,286 | $5,315+37.1% | $4,674+55.9% | $4,661+56.3% |
| Participant deferral / active EE | $8,116 | $6,464+25.5% | $5,628+44.2% | $6,689+21.3% |
| Admin fee / account holder | $1,648 | $19,318-91.5% | $15,916-89.6% | $13,398-87.7% |