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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 | $222,245 | $183,627+21.0% | $155,602+42.8% | $145,978+52.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.93% | 61.32%-47.4pp | 64.81%-50.9pp | 550.52%-536.6pp |
| Employer contribution / active EE | $12,582 | $5,316+136.7% | $4,675+169.1% | $4,662+169.9% |
| Participant deferral / active EE | $11,558 | $6,466+78.8% | $5,629+105.3% | $6,690+72.8% |
| Admin fee / account holder | $3,471 | $19,327-82.0% | $15,923-78.2% | $13,400-74.1% |