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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 | $216,865 | $176,120+23.1% | $159,487+36.0% | $167,553+29.4% |
| Participation rate | 95.5% | 85.0%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 16.00% | 331.95%-315.9pp | 263.71%-247.7pp | 478.89%-462.9pp |
| Employer contribution / active EE | $3,425 | $5,299-35.4% | $4,831-29.1% | $4,840-29.2% |
| Participant deferral / active EE | $10,232 | $7,752+32.0% | $7,354+39.1% | $6,343+61.3% |
| Admin fee / account holder | $6,879 | $12,561-45.2% | $10,804-36.3% | $12,316-44.1% |