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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 | $220,775 | $183,516+20.3% | $155,534+41.9% | $145,884+51.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 19.56% | 61.43%-41.9pp | 64.92%-45.4pp | 551.85%-532.3pp |
| Employer contribution / active EE | $12,482 | $5,315+134.9% | $4,675+167.0% | $4,662+167.7% |
| Participant deferral / active EE | $6,905 | $6,467+6.8% | $5,630+22.6% | $6,690+3.2% |
| Admin fee / account holder | $1,630 | $19,293-91.6% | $15,900-89.7% | $13,392-87.8% |