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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 | $213,011 | $154,228+38.1% | $145,433+46.5% | $137,256+55.2% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 12.48% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $9,427 | $4,804+96.2% | $4,554+107.0% | $4,156+126.8% |
| Participant deferral / active EE | $15,108 | $8,216+83.9% | $7,897+91.3% | $6,407+135.8% |
| Admin fee / account holder | $87,287 | $14,344+508.5% | $13,129+564.8% | $12,270+611.4% |