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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 | $191,276 | $111,535+71.5% | $105,223+81.8% | $137,256+39.4% |
| Participation rate | 95.7% | 78.1%+17.6pp | 75.0%+20.6pp | 80.0%+15.7pp |
| Annual return | 19.63% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $25,759 | $3,939+553.9% | $3,689+598.4% | $4,156+519.8% |
| Participant deferral / active EE | $1,571 | $5,500-71.4% | $5,072-69.0% | $6,407-75.5% |
| Admin fee / account holder | $748 | $9,721-92.3% | $8,859-91.6% | $12,270-93.9% |