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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 | $220,962 | $176,786+25.0% | $146,643+50.7% | $167,536+31.9% |
| Participation rate | 95.0% | 83.6%+11.4pp | 80.1%+14.9pp | 82.1%+12.9pp |
| Annual return | 13.89% | 24.04%-10.1pp | 22.75%-8.9pp | 478.82%-464.9pp |
| Employer contribution / active EE | $7,501 | $5,161+45.3% | $4,137+81.3% | $4,839+55.0% |
| Participant deferral / active EE | $4,479 | $6,440-30.4% | $5,506-18.6% | $6,342-29.4% |
| Admin fee / account holder | $9,664 | $13,262-27.1% | $10,280-6.0% | $12,315-21.5% |