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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 | $209,808 | $172,111+21.9% | $150,298+39.6% | $137,256+52.9% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 28.66% | 69.37%-40.7pp | 62.79%-34.1pp | 220.34%-191.7pp |
| Employer contribution / active EE | $31,593 | $4,636+581.4% | $4,154+660.5% | $4,156+660.2% |
| Participant deferral / active EE | $15,592 | $6,166+152.9% | $5,453+186.0% | $6,407+143.4% |
| Admin fee / account holder | $6,171 | $16,471-62.5% | $14,116-56.3% | $12,270-49.7% |