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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 | $234,854 | $165,381+42.0% | $149,730+56.9% | $158,966+47.7% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 11.35% | 348.29%-336.9pp | 276.70%-265.4pp | 302.95%-291.6pp |
| Employer contribution / active EE | $4,653 | $5,104-8.8% | $4,645+0.2% | $4,762-2.3% |
| Participant deferral / active EE | $13,423 | $7,182+86.9% | $6,843+96.2% | $5,983+124.4% |
| Admin fee / account holder | $6,600 | $10,809-38.9% | $9,310-29.1% | $11,250-41.3% |