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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 | $199,585 | $185,312+7.7% | $161,489+23.6% | $154,746+29.0% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 20.73% | 103.84%-83.1pp | 89.72%-69.0pp | 172.34%-151.6pp |
| Employer contribution / active EE | $6,506 | $4,769+36.4% | $4,268+52.4% | $4,379+48.6% |
| Participant deferral / active EE | $6,404 | $6,350+0.9% | $5,630+13.8% | $6,730-4.8% |
| Admin fee / account holder | $9,284 | $18,654-50.2% | $16,006-42.0% | $14,365-35.4% |