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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 | $218,764 | $197,625+10.7% | $177,840+23.0% | $158,966+37.6% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 15.52% | 58.76%-43.2pp | 48.32%-32.8pp | 302.95%-287.4pp |
| Employer contribution / active EE | $25,946 | $6,698+287.4% | $5,919+338.4% | $4,762+444.8% |
| Participant deferral / active EE | $15,435 | $8,405+83.7% | $7,714+100.1% | $5,983+158.0% |
| Admin fee / account holder | $2,208 | $15,405-85.7% | $12,431-82.2% | $11,250-80.4% |