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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 | $191,346 | $223,823-14.5% | $211,142-9.4% | $154,746+23.7% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 12.56% | 50.39%-37.8pp | 46.84%-34.3pp | 172.34%-159.8pp |
| Employer contribution / active EE | $7,391 | $6,787+8.9% | $6,442+14.7% | $4,379+68.8% |
| Participant deferral / active EE | $16,047 | $9,750+64.6% | $9,284+72.9% | $6,730+138.4% |
| Admin fee / account holder | $8,400 | $19,707-57.4% | $19,076-56.0% | $14,365-41.5% |