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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 | $186,052 | $185,312+0.4% | $161,489+15.2% | $154,746+20.2% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 16.53% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $10,286 | $4,769+115.7% | $4,268+141.0% | $4,379+134.9% |
| Participant deferral / active EE | $11,338 | $6,350+78.6% | $5,630+101.4% | $6,730+68.5% |
| Admin fee / account holder | $2,139 | $18,654-88.5% | $16,006-86.6% | $14,365-85.1% |