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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 | $223,174 | $183,592+21.6% | $155,574+43.5% | $145,877+53.0% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.41% | 61.37%-50.0pp | 64.87%-53.5pp | 551.28%-539.9pp |
| Employer contribution / active EE | $3,052 | $5,317-42.6% | $4,676-34.7% | $4,663-34.5% |
| Participant deferral / active EE | $7,596 | $6,466+17.5% | $5,629+34.9% | $6,691+13.5% |
| Admin fee / account holder | $1,236 | $19,316-93.6% | $15,914-92.2% | $13,402-90.8% |