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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 | $223,823+9.4% | $211,142+16.0% | $154,746+58.2% |
| Participation rate | 91.7% | 87.9%+3.8pp | 87.3%+4.4pp | 80.7%+11.0pp |
| Annual return | 19.86% | 50.39%-30.5pp | 46.84%-27.0pp | 172.34%-152.5pp |
| Employer contribution / active EE | $18,138 | $6,787+167.3% | $6,442+181.6% | $4,379+314.2% |
| Participant deferral / active EE | $14,488 | $9,750+48.6% | $9,284+56.0% | $6,730+115.3% |
| Admin fee / account holder | $2,423 | $19,707-87.7% | $19,076-87.3% | $14,365-83.1% |