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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 | $221,673 | $148,623+49.2% | $135,974+63.0% | $139,466+58.9% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 14.06% | 79.30%-65.2pp | 68.30%-54.2pp | 373.66%-359.6pp |
| Employer contribution / active EE | $1,844 | $5,246-64.9% | $4,859-62.1% | $4,754-61.2% |
| Participant deferral / active EE | $12,054 | $8,103+48.8% | $7,760+55.3% | $6,712+79.6% |
| Admin fee / account holder | $12,808 | $12,406+3.2% | $10,767+19.0% | $11,409+12.3% |