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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 | $193,105 | $198,457-2.7% | $170,435+13.3% | $147,586+30.8% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 19.18% | 257.30%-238.1pp | 205.94%-186.8pp | 578.59%-559.4pp |
| Employer contribution / active EE | $8,727 | $6,183+41.1% | $5,432+60.6% | $4,876+79.0% |
| Participant deferral / active EE | $4,150 | $5,629-26.3% | $4,939-16.0% | $5,439-23.7% |
| Admin fee / account holder | $13,962 | $16,852-17.2% | $13,881+0.6% | $10,886+28.3% |