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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 | $195,109 | $154,228+26.5% | $145,433+34.2% | $137,256+42.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 13.54% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $16,141 | $4,804+236.0% | $4,554+254.4% | $4,156+288.4% |
| Participant deferral / active EE | $15,895 | $8,216+93.5% | $7,897+101.3% | $6,407+148.1% |
| Admin fee / account holder | $53,365 | $14,344+272.0% | $13,129+306.5% | $12,270+334.9% |