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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 | $249,418 | $108,922+129.0% | $100,398+148.4% | $145,978+70.9% |
| Participation rate | 70.0% | 83.0%-13.0pp | 81.5%-11.5pp | 80.3%-10.3pp |
| Annual return | 11.99% | 58.04%-46.0pp | 49.32%-37.3pp | 550.52%-538.5pp |
| Employer contribution / active EE | $3,911 | $4,426-11.6% | $3,946-0.9% | $4,662-16.1% |
| Participant deferral / active EE | $9,345 | $8,450+10.6% | $8,084+15.6% | $6,690+39.7% |
| Admin fee / account holder | $10,987 | $9,680+13.5% | $7,893+39.2% | $13,400-18.0% |