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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 | $220,525 | $165,399+33.3% | $149,745+47.3% | $158,982+38.7% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 16.44% | 348.34%-331.9pp | 276.72%-260.3pp | 302.99%-286.6pp |
| Employer contribution / active EE | $4,191 | $5,105-17.9% | $4,646-9.8% | $4,763-12.0% |
| Participant deferral / active EE | $7,019 | $7,183-2.3% | $6,843+2.6% | $5,983+17.3% |
| Admin fee / account holder | $8,532 | $10,811-21.1% | $9,312-8.4% | $11,252-24.2% |