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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 | $208,621 | $178,174+17.1% | $156,181+33.6% | $137,256+52.0% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.8%+12.5pp | 80.0%+11.3pp |
| Annual return | 13.54% | 84.19%-70.7pp | 64.87%-51.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $7,908 | $4,972+59.1% | $4,294+84.2% | $4,156+90.3% |
| Participant deferral / active EE | $7,696 | $6,888+11.7% | $6,132+25.5% | $6,407+20.1% |
| Admin fee / account holder | $31,820 | $17,404+82.8% | $14,586+118.2% | $12,270+159.3% |