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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 | $227,466 | $154,228+47.5% | $145,433+56.4% | $137,256+65.7% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 18.13% | 74.59%-56.5pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $7,181 | $4,804+49.5% | $4,554+57.7% | $4,156+72.8% |
| Participant deferral / active EE | $13,237 | $8,216+61.1% | $7,897+67.6% | $6,407+106.6% |
| Admin fee / account holder | $480 | $14,344-96.7% | $13,129-96.3% | $12,270-96.1% |