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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 | $197,855 | $148,629+33.1% | $135,982+45.5% | $139,487+41.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 13.85% | 79.33%-65.5pp | 68.32%-54.5pp | 373.84%-360.0pp |
| Employer contribution / active EE | $11,656 | $5,247+122.2% | $4,859+139.9% | $4,755+145.1% |
| Participant deferral / active EE | $11,576 | $8,102+42.9% | $7,760+49.2% | $6,713+72.5% |
| Admin fee / account holder | $11,026 | $12,406-11.1% | $10,767+2.4% | $11,407-3.3% |