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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 | $229,992 | $202,463+13.6% | $169,397+35.8% | $139,487+64.9% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.2%+0.6pp | 80.3%-2.6pp |
| Annual return | 16.07% | 532.64%-516.6pp | 406.23%-390.2pp | 373.84%-357.8pp |
| Employer contribution / active EE | $3,326 | $4,694-29.1% | $4,013-17.1% | $4,755-30.0% |
| Participant deferral / active EE | $11,301 | $6,941+62.8% | $6,223+81.6% | $6,713+68.4% |
| Admin fee / account holder | $4,576 | $10,726-57.3% | $9,017-49.3% | $11,407-59.9% |