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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 | $197,429 | $165,381+19.4% | $149,730+31.9% | $158,966+24.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 13.40% | 348.29%-334.9pp | 276.70%-263.3pp | 302.95%-289.5pp |
| Employer contribution / active EE | $5,813 | $5,104+13.9% | $4,645+25.1% | $4,762+22.1% |
| Participant deferral / active EE | $4,964 | $7,182-30.9% | $6,843-27.5% | $5,983-17.0% |
| Admin fee / account holder | $3,933 | $10,809-63.6% | $9,310-57.8% | $11,250-65.0% |