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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 | $211,120 | $201,370+4.8% | $184,256+14.6% | $145,897+44.7% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 19.55% | 29.05%-9.5pp | 28.85%-9.3pp | 552.29%-532.7pp |
| Employer contribution / active EE | $17,294 | $7,024+146.2% | $6,427+169.1% | $4,663+270.9% |
| Participant deferral / active EE | $15,503 | $9,808+58.1% | $9,133+69.7% | $6,689+131.8% |
| Admin fee / account holder | $29,239 | $16,364+78.7% | $13,899+110.4% | $13,390+118.4% |