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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 | $247,913 | $155,555+59.4% | $146,866+68.8% | $155,188+59.8% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.5%+5.7pp | 80.8%+7.4pp |
| Annual return | 20.07% | 115.41%-95.3pp | 102.85%-82.8pp | 148.84%-128.8pp |
| Employer contribution / active EE | $9,516 | $4,647+104.8% | $4,425+115.1% | $4,248+124.0% |
| Participant deferral / active EE | $13,647 | $8,044+69.6% | $7,759+75.9% | $6,531+108.9% |
| Admin fee / account holder | $9,098 | $14,755-38.3% | $13,620-33.2% | $14,480-37.2% |