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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 | $237,895 | $217,432+9.4% | $185,849+28.0% | $167,536+42.0% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 9.43% | 148.42%-139.0pp | 122.10%-112.7pp | 478.82%-469.4pp |
| Employer contribution / active EE | $4,719 | $5,875-19.7% | $5,169-8.7% | $4,839-2.5% |
| Participant deferral / active EE | $9,762 | $6,357+53.6% | $5,569+75.3% | $6,342+53.9% |
| Admin fee / account holder | $988 | $19,818-95.0% | $16,244-93.9% | $12,315-92.0% |