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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 | $247,913 | $154,228+60.7% | $145,433+70.5% | $137,256+80.6% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 20.07% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $9,516 | $4,804+98.1% | $4,554+108.9% | $4,156+129.0% |
| Participant deferral / active EE | $13,647 | $8,216+66.1% | $7,897+72.8% | $6,407+113.0% |
| Admin fee / account holder | $9,098 | $14,344-36.6% | $13,129-30.7% | $12,270-25.9% |