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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 | $192,345 | $203,483-5.5% | $152,473+26.1% | $167,536+14.8% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.2%+7.5pp | 82.1%+3.6pp |
| Annual return | 20.36% | 13.80%+6.6pp | 757.59%-737.2pp | 478.82%-458.5pp |
| Employer contribution / active EE | $8,422 | $5,219+61.4% | $4,326+94.7% | $4,839+74.0% |
| Participant deferral / active EE | $12,410 | $6,711+84.9% | $5,817+113.3% | $6,342+95.7% |
| Admin fee / account holder | $9,442 | $22,521-58.1% | $15,811-40.3% | $12,315-23.3% |