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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 | $209,174 | $183,516+14.0% | $155,534+34.5% | $145,884+43.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 12.53% | 61.43%-48.9pp | 64.92%-52.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $8,437 | $5,315+58.7% | $4,675+80.5% | $4,662+81.0% |
| Participant deferral / active EE | $20,442 | $6,467+216.1% | $5,630+263.1% | $6,690+205.6% |
| Admin fee / account holder | $17,148 | $19,293-11.1% | $15,900+7.8% | $13,392+28.0% |