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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 | $234,937 | $183,627+27.9% | $155,602+51.0% | $145,978+60.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.71% | 61.32%-46.6pp | 64.81%-50.1pp | 550.52%-535.8pp |
| Employer contribution / active EE | $7,705 | $5,316+44.9% | $4,675+64.8% | $4,662+65.3% |
| Participant deferral / active EE | $5,231 | $6,466-19.1% | $5,629-7.1% | $6,690-21.8% |
| Admin fee / account holder | $326 | $19,327-98.3% | $15,923-98.0% | $13,400-97.6% |