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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 | $177,182 | $217,427-18.5% | $185,837-4.7% | $167,518+5.8% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 15.99% | 148.39%-132.4pp | 122.08%-106.1pp | 478.71%-462.7pp |
| Employer contribution / active EE | $4,943 | $5,874-15.9% | $5,168-4.4% | $4,838+2.2% |
| Participant deferral / active EE | $11,177 | $6,357+75.8% | $5,568+100.7% | $6,342+76.2% |
| Admin fee / account holder | $2,413 | $19,816-87.8% | $16,241-85.1% | $12,312-80.4% |