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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 | $240,342 | $148,629+61.7% | $135,982+76.7% | $139,487+72.3% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 15.36% | 79.33%-64.0pp | 68.32%-53.0pp | 373.84%-358.5pp |
| Employer contribution / active EE | $4,874 | $5,247-7.1% | $4,859+0.3% | $4,755+2.5% |
| Participant deferral / active EE | $10,359 | $8,102+27.9% | $7,760+33.5% | $6,713+54.3% |
| Admin fee / account holder | $1,747 | $12,406-85.9% | $10,767-83.8% | $11,407-84.7% |