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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 | $201,308 | $183,516+9.7% | $155,534+29.4% | $145,884+38.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 18.91% | 61.43%-42.5pp | 64.92%-46.0pp | 551.85%-532.9pp |
| Employer contribution / active EE | $10,799 | $5,315+103.2% | $4,675+131.0% | $4,662+131.6% |
| Participant deferral / active EE | $12,712 | $6,467+96.6% | $5,630+125.8% | $6,690+90.0% |
| Admin fee / account holder | $1,195 | $19,293-93.8% | $15,900-92.5% | $13,392-91.1% |