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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 | $183,519 | $162,136+13.2% | $152,301+20.5% | $154,746+18.6% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 20.17% | 91.02%-70.9pp | 80.50%-60.3pp | 172.34%-152.2pp |
| Employer contribution / active EE | $10,159 | $4,890+107.7% | $4,624+119.7% | $4,379+132.0% |
| Participant deferral / active EE | $15,233 | $8,341+82.6% | $8,004+90.3% | $6,730+126.3% |
| Admin fee / account holder | $2,071 | $15,759-86.9% | $14,398-85.6% | $14,365-85.6% |