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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 | $185,266 | $209,336-11.5% | $197,124-6.0% | $137,256+35.0% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 18.10% | 48.09%-30.0pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $12,929 | $6,591+96.2% | $6,227+107.6% | $4,156+211.1% |
| Participant deferral / active EE | $16,004 | $9,614+66.5% | $9,135+75.2% | $6,407+149.8% |
| Admin fee / account holder | $933 | $17,308-94.6% | $16,298-94.3% | $12,270-92.4% |