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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 | $190,586 | $183,516+3.9% | $155,534+22.5% | $145,884+30.6% |
| Participation rate | 90.5% | 82.7%+7.8pp | 78.2%+12.3pp | 80.3%+10.2pp |
| Annual return | 9.47% | 61.43%-52.0pp | 64.92%-55.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $13,257 | $5,315+149.4% | $4,675+183.6% | $4,662+184.4% |
| Participant deferral / active EE | $12,031 | $6,467+86.1% | $5,630+113.7% | $6,690+79.9% |
| Admin fee / account holder | $15,377 | $19,293-20.3% | $15,900-3.3% | $13,392+14.8% |