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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 | $242,869 | $156,398+55.3% | $147,318+64.9% | $138,895+74.9% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.6pp | 79.9%+15.7pp |
| Annual return | 14.52% | 78.75%-64.2pp | 70.43%-55.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $3,835 | $4,853-21.0% | $4,593-16.5% | $4,194-8.6% |
| Participant deferral / active EE | $8,793 | $8,237+6.7% | $7,906+11.2% | $6,396+37.5% |
| Admin fee / account holder | $3,386 | $14,976-77.4% | $13,708-75.3% | $12,562-73.0% |