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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 | $225,401 | $162,136+39.0% | $152,301+48.0% | $154,746+45.7% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 19.56% | 91.02%-71.5pp | 80.50%-60.9pp | 172.34%-152.8pp |
| Employer contribution / active EE | $10,297 | $4,890+110.6% | $4,624+122.7% | $4,379+135.1% |
| Participant deferral / active EE | $10,142 | $8,341+21.6% | $8,004+26.7% | $6,730+50.7% |
| Admin fee / account holder | $10,499 | $15,759-33.4% | $14,398-27.1% | $14,365-26.9% |