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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 | $234,568 | $183,516+27.8% | $155,534+50.8% | $145,884+60.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.17% | 61.43%-49.3pp | 64.92%-52.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $4,322 | $5,315-18.7% | $4,675-7.5% | $4,662-7.3% |
| Participant deferral / active EE | $7,305 | $6,467+13.0% | $5,630+29.7% | $6,690+9.2% |
| Admin fee / account holder | $2,759 | $19,293-85.7% | $15,900-82.6% | $13,392-79.4% |