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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 | $244,858 | $209,336+17.0% | $197,124+24.2% | $137,256+78.4% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 19.86% | 48.09%-28.2pp | 44.34%-24.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $18,138 | $6,591+175.2% | $6,227+191.3% | $4,156+336.4% |
| Participant deferral / active EE | $14,488 | $9,614+50.7% | $9,135+58.6% | $6,407+126.1% |
| Admin fee / account holder | $2,423 | $17,308-86.0% | $16,298-85.1% | $12,270-80.3% |