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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 | $177,726 | $135,956+30.7% | $123,894+43.4% | $273,972-35.1% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 8.82% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $12,299 | $5,170+137.9% | $4,617+166.4% | $4,869+152.6% |
| Participant deferral / active EE | $10,011 | $6,343+57.8% | $5,984+67.3% | $5,287+89.3% |
| Admin fee / account holder | $58,190 | $9,817+492.7% | $8,357+596.3% | $10,133+474.3% |