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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 | $222,134 | $183,539+21.0% | $155,556+42.8% | $145,897+52.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.53% | 61.31%-50.8pp | 64.84%-54.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $4,105 | $5,315-22.8% | $4,675-12.2% | $4,663-12.0% |
| Participant deferral / active EE | $11,088 | $6,467+71.5% | $5,631+96.9% | $6,689+65.8% |
| Admin fee / account holder | $12,165 | $19,275-36.9% | $15,885-23.4% | $13,390-9.1% |