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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 | $220,313 | $183,516+20.1% | $155,534+41.6% | $145,884+51.0% |
| Participation rate | 82.6% | 82.7%-0.1pp | 78.2%+4.4pp | 80.3%+2.3pp |
| Annual return | 10.53% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $6,800 | $5,315+28.0% | $4,675+45.5% | $4,662+45.9% |
| Participant deferral / active EE | $8,027 | $6,467+24.1% | $5,630+42.6% | $6,690+20.0% |
| Admin fee / account holder | $6,441 | $19,293-66.6% | $15,900-59.5% | $13,392-51.9% |