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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 | $230,026 | $183,592+25.3% | $155,567+47.9% | $145,959+57.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.81% | 61.24%-46.4pp | 64.74%-49.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $7,923 | $5,315+49.1% | $4,674+69.5% | $4,661+70.0% |
| Participant deferral / active EE | $5,888 | $6,464-8.9% | $5,628+4.6% | $6,689-12.0% |
| Admin fee / account holder | $1,638 | $19,318-91.5% | $15,916-89.7% | $13,398-87.8% |