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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 | $247,860 | $185,312+33.8% | $161,489+53.5% | $154,746+60.2% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 14.15% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $16,734 | $4,769+250.9% | $4,268+292.1% | $4,379+282.1% |
| Participant deferral / active EE | $10,891 | $6,350+71.5% | $5,630+93.5% | $6,730+61.8% |
| Admin fee / account holder | $1,783 | $18,654-90.4% | $16,006-88.9% | $14,365-87.6% |