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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 | $236,791 | $181,896+30.2% | $156,551+51.3% | $273,972-13.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 6.44% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $22,705 | $6,248+263.4% | $5,501+312.7% | $4,869+366.3% |
| Participant deferral / active EE | $15,281 | $5,550+175.3% | $4,871+213.7% | $5,287+189.0% |
| Admin fee / account holder | $32,886 | $15,560+111.3% | $13,028+152.4% | $10,133+224.6% |