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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 | $183,627+25.3% | $155,602+47.8% | $145,978+57.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.81% | 61.32%-46.5pp | 64.81%-50.0pp | 550.52%-535.7pp |
| Employer contribution / active EE | $7,923 | $5,316+49.0% | $4,675+69.5% | $4,662+70.0% |
| Participant deferral / active EE | $5,888 | $6,466-8.9% | $5,629+4.6% | $6,690-12.0% |
| Admin fee / account holder | $1,638 | $19,327-91.5% | $15,923-89.7% | $13,400-87.8% |