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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 | $233,322 | $185,312+25.9% | $161,489+44.5% | $154,746+50.8% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 13.71% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,518 | $4,769-68.2% | $4,268-64.4% | $4,379-65.3% |
| Participant deferral / active EE | $8,209 | $6,350+29.3% | $5,630+45.8% | $6,730+22.0% |
| Admin fee / account holder | $378 | $18,654-98.0% | $16,006-97.6% | $14,365-97.4% |