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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 | $199,989 | $154,228+29.7% | $145,433+37.5% | $137,256+45.7% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 17.36% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $10,113 | $4,804+110.5% | $4,554+122.1% | $4,156+143.3% |
| Participant deferral / active EE | $11,878 | $8,216+44.6% | $7,897+50.4% | $6,407+85.4% |
| Admin fee / account holder | $2,401 | $14,344-83.3% | $13,129-81.7% | $12,270-80.4% |