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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 | $215,762 | $165,399+30.4% | $149,745+44.1% | $158,982+35.7% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 15.37% | 348.34%-333.0pp | 276.72%-261.4pp | 302.99%-287.6pp |
| Employer contribution / active EE | $2,129 | $5,105-58.3% | $4,646-54.2% | $4,763-55.3% |
| Participant deferral / active EE | $4,114 | $7,183-42.7% | $6,843-39.9% | $5,983-31.2% |
| Admin fee / account holder | $9,708 | $10,811-10.2% | $9,312+4.3% | $11,252-13.7% |