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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 | $246,851 | $227,291+8.6% | $214,702+15.0% | $155,188+59.1% |
| Participation rate | 91.7% | 88.0%+3.7pp | 87.5%+4.2pp | 80.8%+10.9pp |
| Annual return | 14.75% | 60.08%-45.3pp | 54.55%-39.8pp | 148.84%-134.1pp |
| Employer contribution / active EE | $2,800 | $6,772-58.7% | $6,461-56.7% | $4,248-34.1% |
| Participant deferral / active EE | $5,798 | $9,582-39.5% | $9,147-36.6% | $6,531-11.2% |
| Admin fee / account holder | $3,950 | $20,413-80.6% | $19,830-80.1% | $14,480-72.7% |