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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 | $209,134 | $174,379+19.9% | $152,093+37.5% | $138,895+50.6% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 14.90% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $7,839 | $4,652+68.5% | $4,175+87.8% | $4,194+86.9% |
| Participant deferral / active EE | $10,065 | $6,159+63.4% | $5,451+84.6% | $6,396+57.4% |
| Admin fee / account holder | $19,451 | $16,880+15.2% | $14,497+34.2% | $12,562+54.8% |