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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 | $185,812 | $157,296+18.1% | $141,191+31.6% | $152,897+21.5% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 24.69% | 64.34%-39.7pp | 71.41%-46.7pp | 345.43%-320.7pp |
| Employer contribution / active EE | $6,787 | $5,262+29.0% | $4,736+43.3% | $4,764+42.5% |
| Participant deferral / active EE | $9,996 | $7,111+40.6% | $6,710+49.0% | $5,851+70.8% |
| Admin fee / account holder | $8,260 | $12,125-31.9% | $10,264-19.5% | $11,599-28.8% |