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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 | $179,379 | $155,555+15.3% | $146,866+22.1% | $155,188+15.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 18.31% | 115.41%-97.1pp | 102.85%-84.5pp | 148.84%-130.5pp |
| Employer contribution / active EE | $13,375 | $4,647+187.8% | $4,425+202.3% | $4,248+214.9% |
| Participant deferral / active EE | $10,967 | $8,044+36.3% | $7,759+41.3% | $6,531+67.9% |
| Admin fee / account holder | $27,067 | $14,755+83.4% | $13,620+98.7% | $14,480+86.9% |