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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 | $246,811 | $178,174+38.5% | $156,181+58.0% | $137,256+79.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 16.46% | 84.19%-67.7pp | 64.87%-48.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $10,137 | $4,972+103.9% | $4,294+136.1% | $4,156+143.9% |
| Participant deferral / active EE | $7,176 | $6,888+4.2% | $6,132+17.0% | $6,407+12.0% |
| Admin fee / account holder | $5,951 | $17,404-65.8% | $14,586-59.2% | $12,270-51.5% |