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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 | $227,323 | $154,228+47.4% | $145,433+56.3% | $137,256+65.6% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 19.78% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $7,340 | $4,804+52.8% | $4,554+61.2% | $4,156+76.6% |
| Participant deferral / active EE | $7,235 | $8,216-11.9% | $7,897-8.4% | $6,407+12.9% |
| Admin fee / account holder | $1,690 | $14,344-88.2% | $13,129-87.1% | $12,270-86.2% |