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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 | $227,846 | $197,625+15.3% | $177,840+28.1% | $158,966+43.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 11.59% | 58.76%-47.2pp | 48.32%-36.7pp | 302.95%-291.4pp |
| Employer contribution / active EE | $9,697 | $6,698+44.8% | $5,919+63.8% | $4,762+103.6% |
| Participant deferral / active EE | $15,421 | $8,405+83.5% | $7,714+99.9% | $5,983+157.8% |
| Admin fee / account holder | $23,869 | $15,405+54.9% | $12,431+92.0% | $11,250+112.2% |