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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 | $235,816 | $183,592+28.4% | $155,574+51.6% | $145,877+61.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.87% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,229 | $5,317-76.9% | $4,676-73.7% | $4,663-73.6% |
| Participant deferral / active EE | $7,084 | $6,466+9.6% | $5,629+25.8% | $6,691+5.9% |
| Admin fee / account holder | $67,992 | $19,316+252.0% | $15,914+327.2% | $13,402+407.3% |