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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 | $244,034 | $155,555+56.9% | $146,866+66.2% | $155,188+57.3% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.5%+12.7pp | 80.8%+14.4pp |
| Annual return | 15.20% | 115.41%-100.2pp | 102.85%-87.7pp | 148.84%-133.6pp |
| Employer contribution / active EE | $8,331 | $4,647+79.3% | $4,425+88.3% | $4,248+96.1% |
| Participant deferral / active EE | $24,375 | $8,044+203.0% | $7,759+214.1% | $6,531+273.2% |
| Admin fee / account holder | $38,095 | $14,755+158.2% | $13,620+179.7% | $14,480+163.1% |