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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 | $209,786 | $178,174+17.7% | $156,181+34.3% | $137,256+52.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 15.44% | 84.19%-68.7pp | 64.87%-49.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $5,489 | $4,972+10.4% | $4,294+27.8% | $4,156+32.1% |
| Participant deferral / active EE | $5,485 | $6,888-20.4% | $6,132-10.6% | $6,407-14.4% |
| Admin fee / account holder | $32,237 | $17,404+85.2% | $14,586+121.0% | $12,270+162.7% |