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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 | $194,473 | $183,627+5.9% | $155,602+25.0% | $145,978+33.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.70% | 61.32%-51.6pp | 64.81%-55.1pp | 550.52%-540.8pp |
| Employer contribution / active EE | $29,711 | $5,316+458.9% | $4,675+535.5% | $4,662+537.3% |
| Participant deferral / active EE | $6,546 | $6,466+1.2% | $5,629+16.3% | $6,690-2.2% |
| Admin fee / account holder | $26,207 | $19,327+35.6% | $15,923+64.6% | $13,400+95.6% |