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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 | $241,475 | $197,637+22.2% | $177,848+35.8% | $158,982+51.9% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 12.65% | 58.77%-46.1pp | 48.33%-35.7pp | 302.99%-290.3pp |
| Employer contribution / active EE | $2,016 | $6,698-69.9% | $5,919-65.9% | $4,763-57.7% |
| Participant deferral / active EE | $6,274 | $8,405-25.4% | $7,714-18.7% | $5,983+4.9% |
| Admin fee / account holder | $16,119 | $15,406+4.6% | $12,431+29.7% | $11,252+43.3% |