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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 | $192,647 | $165,399+16.5% | $149,745+28.6% | $158,982+21.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 54.71% | 348.34%-293.6pp | 276.72%-222.0pp | 302.99%-248.3pp |
| Employer contribution / active EE | $6,142 | $5,105+20.3% | $4,646+32.2% | $4,763+28.9% |
| Participant deferral / active EE | $8,484 | $7,183+18.1% | $6,843+24.0% | $5,983+41.8% |
| Admin fee / account holder | $469 | $10,811-95.7% | $9,312-95.0% | $11,252-95.8% |