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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 | $112,965 | $209,336-46.0% | $197,124-42.7% | $137,256-17.7% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 20.71% | 48.09%-27.4pp | 44.34%-23.6pp | 220.34%-199.6pp |
| Employer contribution / active EE | $8,552 | $6,591+29.8% | $6,227+37.3% | $4,156+105.8% |
| Participant deferral / active EE | $12,669 | $9,614+31.8% | $9,135+38.7% | $6,407+97.7% |
| Admin fee / account holder | $25,296 | $17,308+46.2% | $16,298+55.2% | $12,270+106.2% |