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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 | $153,021 | $198,457-22.9% | $170,435-10.2% | $147,586+3.7% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 15.28% | 257.30%-242.0pp | 205.94%-190.7pp | 578.59%-563.3pp |
| Employer contribution / active EE | $8,054 | $6,183+30.3% | $5,432+48.3% | $4,876+65.2% |
| Participant deferral / active EE | $2,912 | $5,629-48.3% | $4,939-41.1% | $5,439-46.5% |
| Admin fee / account holder | $547 | $16,852-96.8% | $13,881-96.1% | $10,886-95.0% |