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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 | $190,450 | $183,988+3.5% | $162,177+17.4% | $152,897+24.6% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.6%-8.6pp | 82.5%-3.5pp |
| Annual return | 24.51% | 150.79%-126.3pp | 115.60%-91.1pp | 345.43%-320.9pp |
| Employer contribution / active EE | $6,529 | $6,370+2.5% | $5,613+16.3% | $4,764+37.1% |
| Participant deferral / active EE | $14,454 | $8,032+80.0% | $7,297+98.1% | $5,851+147.0% |
| Admin fee / account holder | $3,546 | $13,123-73.0% | $10,843-67.3% | $11,599-69.4% |