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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 | $183,516+25.3% | $155,534+47.9% | $145,884+57.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.81% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $7,923 | $5,315+49.1% | $4,675+69.5% | $4,662+69.9% |
| Participant deferral / active EE | $5,888 | $6,467-9.0% | $5,630+4.6% | $6,690-12.0% |
| Admin fee / account holder | $1,638 | $19,293-91.5% | $15,900-89.7% | $13,392-87.8% |