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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 | $214,698 | $111,535+92.5% | $105,223+104.0% | $137,256+56.4% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 15.27% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $5,078 | $3,939+28.9% | $3,689+37.7% | $4,156+22.2% |
| Participant deferral / active EE | $19,118 | $5,500+247.6% | $5,072+276.9% | $6,407+198.4% |
| Admin fee / account holder | $13,301 | $9,721+36.8% | $8,859+50.1% | $12,270+8.4% |