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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 | $208,322 | $154,228+35.1% | $145,433+43.2% | $137,256+51.8% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 19.41% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $16,667 | $4,804+246.9% | $4,554+265.9% | $4,156+301.0% |
| Participant deferral / active EE | $15,876 | $8,216+93.2% | $7,897+101.0% | $6,407+147.8% |
| Admin fee / account holder | $9,296 | $14,344-35.2% | $13,129-29.2% | $12,270-24.2% |