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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 | $228,084 | $197,637+15.4% | $177,848+28.2% | $158,982+43.5% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.7%+7.9pp | 82.0%+13.7pp |
| Annual return | 17.09% | 58.77%-41.7pp | 48.33%-31.2pp | 302.99%-285.9pp |
| Employer contribution / active EE | $6,258 | $6,698-6.6% | $5,919+5.7% | $4,763+31.4% |
| Participant deferral / active EE | $11,932 | $8,405+42.0% | $7,714+54.7% | $5,983+99.4% |
| Admin fee / account holder | $1,983 | $15,406-87.1% | $12,431-84.0% | $11,252-82.4% |