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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 | $228,081 | $197,637+15.4% | $177,848+28.2% | $158,982+43.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 13.08% | 58.77%-45.7pp | 48.33%-35.2pp | 302.99%-289.9pp |
| Employer contribution / active EE | $2,020 | $6,698-69.8% | $5,919-65.9% | $4,763-57.6% |
| Participant deferral / active EE | $5,012 | $8,405-40.4% | $7,714-35.0% | $5,983-16.2% |
| Admin fee / account holder | $1,156 | $15,406-92.5% | $12,431-90.7% | $11,252-89.7% |