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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 | $226,585 | $157,304+44.0% | $141,197+60.5% | $152,909+48.2% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 19.58% | 64.34%-44.8pp | 71.41%-51.8pp | 345.46%-325.9pp |
| Employer contribution / active EE | $6,951 | $5,263+32.1% | $4,736+46.8% | $4,764+45.9% |
| Participant deferral / active EE | $9,411 | $7,111+32.3% | $6,710+40.2% | $5,851+60.8% |
| Admin fee / account holder | $13,778 | $12,126+13.6% | $10,265+34.2% | $11,601+18.8% |