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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 | $192,650 | $165,399+16.5% | $149,745+28.7% | $158,982+21.2% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 19.72% | 348.34%-328.6pp | 276.72%-257.0pp | 302.99%-283.3pp |
| Employer contribution / active EE | $3,342 | $5,105-34.5% | $4,646-28.1% | $4,763-29.8% |
| Participant deferral / active EE | $9,720 | $7,183+35.3% | $6,843+42.0% | $5,983+62.5% |
| Admin fee / account holder | $1,851 | $10,811-82.9% | $9,312-80.1% | $11,252-83.6% |