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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 | $158,999 | $129,737+22.6% | $119,126+33.5% | $154,746+2.7% |
| Participation rate | 89.5% | 78.9%+10.6pp | 75.8%+13.7pp | 80.7%+8.8pp |
| Annual return | 17.89% | 379.08%-361.2pp | 282.11%-264.2pp | 172.34%-154.5pp |
| Employer contribution / active EE | $7,293 | $4,375+66.7% | $4,034+80.8% | $4,379+66.5% |
| Participant deferral / active EE | $9,602 | $5,842+64.4% | $5,318+80.6% | $6,730+42.7% |
| Admin fee / account holder | $7,474 | $11,961-37.5% | $10,693-30.1% | $14,365-48.0% |