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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 | $232,182 | $124,351+86.7% | $109,188+112.6% | $167,553+38.6% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.9%+8.7pp | 82.1%+2.5pp |
| Annual return | 12.27% | 26.04%-13.8pp | 25.76%-13.5pp | 478.89%-466.6pp |
| Employer contribution / active EE | $4,574 | $4,210+8.6% | $3,723+22.8% | $4,840-5.5% |
| Participant deferral / active EE | $10,859 | $5,257+106.6% | $4,654+133.3% | $6,343+71.2% |
| Admin fee / account holder | $15,515 | $7,975+94.5% | $6,755+129.7% | $12,316+26.0% |