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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 | $214,531 | $185,312+15.8% | $161,489+32.8% | $154,746+38.6% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.7%+15.1pp | 80.7%+13.0pp |
| Annual return | 16.56% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $10,658 | $4,769+123.5% | $4,268+149.7% | $4,379+143.4% |
| Participant deferral / active EE | $10,512 | $6,350+65.6% | $5,630+86.7% | $6,730+56.2% |
| Admin fee / account holder | $1,439 | $18,654-92.3% | $16,006-91.0% | $14,365-90.0% |