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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 | $223,823+10.3% | $211,142+16.9% | $154,746+59.5% |
| Participation rate | 91.7% | 87.9%+3.8pp | 87.3%+4.4pp | 80.7%+11.0pp |
| Annual return | 14.75% | 50.39%-35.6pp | 46.84%-32.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,800 | $6,787-58.7% | $6,442-56.5% | $4,379-36.1% |
| Participant deferral / active EE | $5,798 | $9,750-40.5% | $9,284-37.5% | $6,730-13.9% |
| Admin fee / account holder | $3,950 | $19,707-80.0% | $19,076-79.3% | $14,365-72.5% |