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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 | $225,187 | $172,111+30.8% | $150,298+49.8% | $137,256+64.1% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 17.49% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $26,779 | $4,636+477.6% | $4,154+544.6% | $4,156+544.3% |
| Participant deferral / active EE | $6,039 | $6,166-2.1% | $5,453+10.8% | $6,407-5.7% |
| Admin fee / account holder | $45,296 | $16,471+175.0% | $14,116+220.9% | $12,270+269.2% |