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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 | $183,519 | $154,228+19.0% | $145,433+26.2% | $137,256+33.7% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 20.17% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $10,159 | $4,804+111.5% | $4,554+123.0% | $4,156+144.4% |
| Participant deferral / active EE | $15,233 | $8,216+85.4% | $7,897+92.9% | $6,407+137.8% |
| Admin fee / account holder | $2,071 | $14,344-85.6% | $13,129-84.2% | $12,270-83.1% |