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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 | $222,682 | $172,111+29.4% | $150,298+48.2% | $137,256+62.2% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 14.77% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $6,248 | $4,636+34.8% | $4,154+50.4% | $4,156+50.3% |
| Participant deferral / active EE | $5,267 | $6,166-14.6% | $5,453-3.4% | $6,407-17.8% |
| Admin fee / account holder | $15,045 | $16,471-8.7% | $14,116+6.6% | $12,270+22.6% |