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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 | $205,913 | $201,370+2.3% | $184,256+11.8% | $145,897+41.1% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 13.78% | 29.05%-15.3pp | 28.85%-15.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $5,190 | $7,024-26.1% | $6,427-19.3% | $4,663+11.3% |
| Participant deferral / active EE | $18,903 | $9,808+92.7% | $9,133+107.0% | $6,689+182.6% |
| Admin fee / account holder | $61,514 | $16,364+275.9% | $13,899+342.6% | $13,390+359.4% |