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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 | $218,458 | $148,582+47.0% | $135,942+60.7% | $139,456+56.7% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 12.22% | 79.26%-67.0pp | 68.28%-56.1pp | 373.45%-361.2pp |
| Employer contribution / active EE | $2,990 | $5,245-43.0% | $4,858-38.5% | $4,753-37.1% |
| Participant deferral / active EE | $4,196 | $8,101-48.2% | $7,759-45.9% | $6,711-37.5% |
| Admin fee / account holder | $13,587 | $12,402+9.6% | $10,764+26.2% | $11,407+19.1% |