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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 | $226,515 | $156,398+44.8% | $147,318+53.8% | $138,895+63.1% |
| Participation rate | 94.7% | 83.8%+11.0pp | 82.1%+12.7pp | 79.9%+14.8pp |
| Annual return | 16.76% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.6pp |
| Employer contribution / active EE | $11,251 | $4,853+131.8% | $4,593+145.0% | $4,194+168.2% |
| Participant deferral / active EE | $4,885 | $8,237-40.7% | $7,906-38.2% | $6,396-23.6% |
| Admin fee / account holder | $16,219 | $14,976+8.3% | $13,708+18.3% | $12,562+29.1% |