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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 | $222,451 | $208,088+6.9% | $186,193+19.5% | $154,746+43.8% |
| Participation rate | 83.3% | 80.0%+3.3pp | 77.1%+6.2pp | 80.7%+2.6pp |
| Annual return | 18.51% | 89.97%-71.5pp | 78.03%-59.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $6,346 | $4,340+46.2% | $3,918+62.0% | $4,379+44.9% |
| Participant deferral / active EE | $14,081 | $7,078+98.9% | $6,513+116.2% | $6,730+109.2% |
| Admin fee / account holder | $1,001 | $11,698-91.4% | $11,058-90.9% | $14,365-93.0% |