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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% | $155,574+27.1% | $145,877+35.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.69% | 61.37%-46.7pp | 64.87%-50.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $7,286 | $5,317+37.0% | $4,676+55.8% | $4,663+56.3% |
| Participant deferral / active EE | $8,116 | $6,466+25.5% | $5,629+44.2% | $6,691+21.3% |
| Admin fee / account holder | $1,648 | $19,316-91.5% | $15,914-89.6% | $13,402-87.7% |