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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 | $220,342 | $185,905+18.5% | $170,057+29.6% | $139,487+58.0% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 14.40% | 60.56%-46.2pp | 53.42%-39.0pp | 373.84%-359.4pp |
| Employer contribution / active EE | $6,812 | $7,597-10.3% | $6,790+0.3% | $4,755+43.3% |
| Participant deferral / active EE | $11,941 | $11,627+2.7% | $10,411+14.7% | $6,713+77.9% |
| Admin fee / account holder | $1,520 | $15,397-90.1% | $12,826-88.1% | $11,407-86.7% |