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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 | $238,533 | $148,623+60.5% | $135,974+75.4% | $139,466+71.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.29% | 79.30%-67.0pp | 68.30%-56.0pp | 373.66%-361.4pp |
| Employer contribution / active EE | $9,258 | $5,246+76.5% | $4,859+90.5% | $4,754+94.7% |
| Participant deferral / active EE | $8,597 | $8,103+6.1% | $7,760+10.8% | $6,712+28.1% |
| Admin fee / account holder | $10,867 | $12,406-12.4% | $10,767+0.9% | $11,409-4.8% |