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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 | $172,396 | $112,112+53.8% | $95,956+79.7% | $158,950+8.5% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 19.63% | 171.15%-151.5pp | 91.63%-72.0pp | 302.91%-283.3pp |
| Employer contribution / active EE | $3,490 | $3,199+9.1% | $2,541+37.3% | $4,762-26.7% |
| Participant deferral / active EE | $5,721 | $4,784+19.6% | $4,167+37.3% | $5,983-4.4% |
| Admin fee / account holder | $10,454 | $10,134+3.2% | $6,797+53.8% | $11,248-7.1% |