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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 | $207,903 | $156,398+32.9% | $147,318+41.1% | $138,895+49.7% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 15.22% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $14,669 | $4,853+202.2% | $4,593+219.4% | $4,194+249.7% |
| Participant deferral / active EE | $16,401 | $8,237+99.1% | $7,906+107.4% | $6,396+156.4% |
| Admin fee / account holder | $15,669 | $14,976+4.6% | $13,708+14.3% | $12,562+24.7% |