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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 | $216,268 | $162,136+33.4% | $152,301+42.0% | $154,746+39.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 13.39% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $5,651 | $4,890+15.6% | $4,624+22.2% | $4,379+29.1% |
| Participant deferral / active EE | $12,356 | $8,341+48.1% | $8,004+54.4% | $6,730+83.6% |
| Admin fee / account holder | $92,389 | $15,759+486.2% | $14,398+541.7% | $14,365+543.1% |