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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 | $237,781 | $185,905+27.9% | $170,057+39.8% | $139,487+70.5% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 17.49% | 60.56%-43.1pp | 53.42%-35.9pp | 373.84%-356.4pp |
| Employer contribution / active EE | $11,079 | $7,597+45.8% | $6,790+63.2% | $4,755+133.0% |
| Participant deferral / active EE | $11,662 | $11,627+0.3% | $10,411+12.0% | $6,713+73.7% |
| Admin fee / account holder | $6,064 | $15,397-60.6% | $12,826-52.7% | $11,407-46.8% |