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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 | $181,750 | $160,028+13.6% | $147,080+23.6% | $145,884+24.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 14.98% | 98.60%-83.6pp | 420.17%-405.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $15,877 | $5,286+200.4% | $4,933+221.8% | $4,662+240.5% |
| Participant deferral / active EE | $13,786 | $8,422+63.7% | $8,066+70.9% | $6,690+106.1% |
| Admin fee / account holder | $1,576 | $15,030-89.5% | $12,989-87.9% | $13,392-88.2% |