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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 | $218,674 | $228,395-4.3% | $185,861+17.7% | $158,982+37.5% |
| Participation rate | 92.3% | 82.3%+10.0pp | 78.0%+14.3pp | 82.0%+10.3pp |
| Annual return | 12.44% | 40.82%-28.4pp | 35.96%-23.5pp | 302.99%-290.6pp |
| Employer contribution / active EE | $5,289 | $4,968+6.5% | $4,088+29.4% | $4,763+11.1% |
| Participant deferral / active EE | $9,989 | $6,417+55.6% | $5,634+77.3% | $5,983+66.9% |
| Admin fee / account holder | $25,634 | $11,869+116.0% | $9,503+169.7% | $11,252+127.8% |