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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 | $240,996 | $165,399+45.7% | $149,745+60.9% | $158,982+51.6% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 16.49% | 348.34%-331.8pp | 276.72%-260.2pp | 302.99%-286.5pp |
| Employer contribution / active EE | $4,430 | $5,105-13.2% | $4,646-4.6% | $4,763-7.0% |
| Participant deferral / active EE | $8,057 | $7,183+12.2% | $6,843+17.7% | $5,983+34.7% |
| Admin fee / account holder | $12,859 | $10,811+18.9% | $9,312+38.1% | $11,252+14.3% |