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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 | $165,169 | $148,623+11.1% | $135,974+21.5% | $139,466+18.4% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 17.12% | 79.30%-62.2pp | 68.30%-51.2pp | 373.66%-356.5pp |
| Employer contribution / active EE | $10,007 | $5,246+90.7% | $4,859+106.0% | $4,754+110.5% |
| Participant deferral / active EE | $14,944 | $8,103+84.4% | $7,760+92.6% | $6,712+122.6% |
| Admin fee / account holder | $24,711 | $12,406+99.2% | $10,767+129.5% | $11,409+116.6% |