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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 | $217,922 | $199,109+9.4% | $173,730+25.4% | $154,746+40.8% |
| Participation rate | 76.5% | 82.8%-6.3pp | 79.6%-3.1pp | 80.7%-4.2pp |
| Annual return | 9.38% | 20.02%-10.6pp | 19.96%-10.6pp | 172.34%-163.0pp |
| Employer contribution / active EE | $10,933 | $5,311+105.8% | $4,577+138.8% | $4,379+149.7% |
| Participant deferral / active EE | $7,983 | $7,113+12.2% | $6,326+26.2% | $6,730+18.6% |
| Admin fee / account holder | $98,351 | $20,916+370.2% | $17,523+461.3% | $14,365+584.6% |