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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 | $240,471 | $165,381+45.4% | $149,730+60.6% | $158,966+51.3% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 16.22% | 348.29%-332.1pp | 276.70%-260.5pp | 302.95%-286.7pp |
| Employer contribution / active EE | $4,402 | $5,104-13.7% | $4,645-5.2% | $4,762-7.6% |
| Participant deferral / active EE | $13,913 | $7,182+93.7% | $6,843+103.3% | $5,983+132.5% |
| Admin fee / account holder | $1,965 | $10,809-81.8% | $9,310-78.9% | $11,250-82.5% |