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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 | $200,460 | $185,883+7.8% | $170,043+17.9% | $139,466+43.7% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 17.58% | 60.54%-43.0pp | 53.40%-35.8pp | 373.66%-356.1pp |
| Employer contribution / active EE | $18,590 | $7,596+144.7% | $6,790+173.8% | $4,754+291.1% |
| Participant deferral / active EE | $8,581 | $11,626-26.2% | $10,410-17.6% | $6,712+27.8% |
| Admin fee / account holder | $12,255 | $15,393-20.4% | $12,824-4.4% | $11,409+7.4% |