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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 | $198,833 | $198,457+0.2% | $170,435+16.7% | $147,586+34.7% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 12.21% | 257.30%-245.1pp | 205.94%-193.7pp | 578.59%-566.4pp |
| Employer contribution / active EE | $9,399 | $6,183+52.0% | $5,432+73.0% | $4,876+92.8% |
| Participant deferral / active EE | $11,267 | $5,629+100.1% | $4,939+128.1% | $5,439+107.2% |
| Admin fee / account holder | $8,674 | $16,852-48.5% | $13,881-37.5% | $10,886-20.3% |