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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 | $201,344+4.9% | $184,243+14.6% | $145,877+44.7% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 19.55% | 29.01%-9.5pp | 28.82%-9.3pp | 551.28%-531.7pp |
| Employer contribution / active EE | $17,294 | $7,022+146.3% | $6,427+169.1% | $4,663+270.9% |
| Participant deferral / active EE | $15,503 | $9,807+58.1% | $9,132+69.8% | $6,691+131.7% |
| Admin fee / account holder | $29,239 | $16,382+78.5% | $13,914+110.1% | $13,402+118.2% |