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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 | $226,781 | $185,883+22.0% | $170,043+33.4% | $139,466+62.6% |
| Participation rate | 88.2% | 87.8%+0.5pp | 87.0%+1.2pp | 80.3%+7.9pp |
| Annual return | 17.41% | 60.54%-43.1pp | 53.40%-36.0pp | 373.66%-356.3pp |
| Employer contribution / active EE | $6,906 | $7,596-9.1% | $6,790+1.7% | $4,754+45.3% |
| Participant deferral / active EE | $3,236 | $11,626-72.2% | $10,410-68.9% | $6,712-51.8% |
| Admin fee / account holder | $12,878 | $15,393-16.3% | $12,824+0.4% | $11,409+12.9% |