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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 | $230,672 | $165,381+39.5% | $149,730+54.1% | $158,966+45.1% |
| Participation rate | 86.4% | 84.6%+1.8pp | 82.5%+3.9pp | 82.0%+4.4pp |
| Annual return | 18.85% | 348.29%-329.4pp | 276.70%-257.9pp | 302.95%-284.1pp |
| Employer contribution / active EE | $8,191 | $5,104+60.5% | $4,645+76.3% | $4,762+72.0% |
| Participant deferral / active EE | $9,768 | $7,182+36.0% | $6,843+42.7% | $5,983+63.3% |
| Admin fee / account holder | $3,386 | $10,809-68.7% | $9,310-63.6% | $11,250-69.9% |