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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 | $214,531 | $172,111+24.6% | $150,298+42.7% | $137,256+56.3% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 16.56% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $10,658 | $4,636+129.9% | $4,154+156.6% | $4,156+156.4% |
| Participant deferral / active EE | $10,512 | $6,166+70.5% | $5,453+92.8% | $6,407+64.1% |
| Admin fee / account holder | $1,439 | $16,471-91.3% | $14,116-89.8% | $12,270-88.3% |