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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 | $225,187 | $185,312+21.5% | $161,489+39.4% | $154,746+45.5% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 17.49% | 103.84%-86.3pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $26,779 | $4,769+461.5% | $4,268+527.4% | $4,379+511.5% |
| Participant deferral / active EE | $6,039 | $6,350-4.9% | $5,630+7.3% | $6,730-10.3% |
| Admin fee / account holder | $45,296 | $18,654+142.8% | $16,006+183.0% | $14,365+215.3% |