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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 | $223,861 | $197,625+13.3% | $177,840+25.9% | $158,966+40.8% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.7%+6.4pp | 82.0%+12.2pp |
| Annual return | 14.50% | 58.76%-44.3pp | 48.32%-33.8pp | 302.95%-288.4pp |
| Employer contribution / active EE | $11,899 | $6,698+77.6% | $5,919+101.0% | $4,762+149.8% |
| Participant deferral / active EE | $15,753 | $8,405+87.4% | $7,714+104.2% | $5,983+163.3% |
| Admin fee / account holder | $12,003 | $15,405-22.1% | $12,431-3.4% | $11,250+6.7% |