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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 | $210,365 | $154,228+36.4% | $145,433+44.6% | $137,256+53.3% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 13.02% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,347 | $4,804-30.3% | $4,554-26.5% | $4,156-19.5% |
| Participant deferral / active EE | $6,894 | $8,216-16.1% | $7,897-12.7% | $6,407+7.6% |
| Admin fee / account holder | $19,552 | $14,344+36.3% | $13,129+48.9% | $12,270+59.3% |