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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 | $234,695 | $183,592+27.8% | $155,567+50.9% | $145,959+60.8% |
| Participation rate | 81.0% | 82.7%-1.7pp | 78.2%+2.8pp | 80.3%+0.7pp |
| Annual return | 16.42% | 61.24%-44.8pp | 64.74%-48.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $6,045 | $5,315+13.7% | $4,674+29.3% | $4,661+29.7% |
| Participant deferral / active EE | $6,956 | $6,464+7.6% | $5,628+23.6% | $6,689+4.0% |
| Admin fee / account holder | $24,755 | $19,318+28.1% | $15,916+55.5% | $13,398+84.8% |