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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 | $249,576 | $154,228+61.8% | $145,433+71.6% | $137,256+81.8% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 13.85% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $8,144 | $4,804+69.5% | $4,554+78.8% | $4,156+96.0% |
| Participant deferral / active EE | $10,696 | $8,216+30.2% | $7,897+35.4% | $6,407+66.9% |
| Admin fee / account holder | $1,299 | $14,344-90.9% | $13,129-90.1% | $12,270-89.4% |