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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 | $176,273 | $209,336-15.8% | $197,124-10.6% | $137,256+28.4% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 16.00% | 48.09%-32.1pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $11,992 | $6,591+81.9% | $6,227+92.6% | $4,156+188.5% |
| Participant deferral / active EE | $25,347 | $9,614+163.6% | $9,135+177.5% | $6,407+295.6% |
| Admin fee / account holder | $17,900 | $17,308+3.4% | $16,298+9.8% | $12,270+45.9% |