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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 | $154,228+40.2% | $145,433+48.7% | $137,256+57.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 13.39% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $5,651 | $4,804+17.6% | $4,554+24.1% | $4,156+36.0% |
| Participant deferral / active EE | $12,356 | $8,216+50.4% | $7,897+56.5% | $6,407+92.9% |
| Admin fee / account holder | $92,389 | $14,344+544.1% | $13,129+603.7% | $12,270+653.0% |