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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 | $232,633 | $156,398+48.7% | $147,318+57.9% | $138,895+67.5% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 19.49% | 78.75%-59.3pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $4,877 | $4,853+0.5% | $4,593+6.2% | $4,194+16.3% |
| Participant deferral / active EE | $13,850 | $8,237+68.1% | $7,906+75.2% | $6,396+116.5% |
| Admin fee / account holder | $28,800 | $14,976+92.3% | $13,708+110.1% | $12,562+129.3% |