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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 | $210,719 | $183,592+14.8% | $155,574+35.4% | $145,877+44.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 9.00% | 61.37%-52.4pp | 64.87%-55.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $8,447 | $5,317+58.9% | $4,676+80.7% | $4,663+81.2% |
| Participant deferral / active EE | $5,563 | $6,466-14.0% | $5,629-1.2% | $6,691-16.8% |
| Admin fee / account holder | $7,485 | $19,316-61.2% | $15,914-53.0% | $13,402-44.2% |