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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 | $171,854 | $142,354+20.7% | $125,529+36.9% | $155,188+10.7% |
| Participation rate | 90.0% | 78.1%+11.9pp | 74.7%+15.3pp | 80.8%+9.2pp |
| Annual return | 9.27% | 306.06%-296.8pp | 202.56%-193.3pp | 148.84%-139.6pp |
| Employer contribution / active EE | $3,882 | $3,501+10.9% | $3,058+27.0% | $4,248-8.6% |
| Participant deferral / active EE | $9,038 | $5,491+64.6% | $4,813+87.8% | $6,531+38.4% |
| Admin fee / account holder | $6,172 | $19,392-68.2% | $16,298-62.1% | $14,480-57.4% |