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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 | $201,850 | $185,312+8.9% | $161,489+25.0% | $154,746+30.4% |
| Participation rate | 95.7% | 82.5%+13.2pp | 78.7%+17.0pp | 80.7%+15.0pp |
| Annual return | 16.32% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $6,926 | $4,769+45.2% | $4,268+62.3% | $4,379+58.2% |
| Participant deferral / active EE | $5,729 | $6,350-9.8% | $5,630+1.8% | $6,730-14.9% |
| Admin fee / account holder | $4,648 | $18,654-75.1% | $16,006-71.0% | $14,365-67.6% |