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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 | $230,591 | $156,398+47.4% | $147,318+56.5% | $138,895+66.0% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 20.60% | 78.75%-58.1pp | 70.43%-49.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $7,507 | $4,853+54.7% | $4,593+63.5% | $4,194+79.0% |
| Participant deferral / active EE | $8,665 | $8,237+5.2% | $7,906+9.6% | $6,396+35.5% |
| Admin fee / account holder | $1,598 | $14,976-89.3% | $13,708-88.3% | $12,562-87.3% |