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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 | $203,419 | $165,381+23.0% | $149,730+35.9% | $158,966+28.0% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 9.90% | 348.29%-338.4pp | 276.70%-266.8pp | 302.95%-293.1pp |
| Employer contribution / active EE | $5,666 | $5,104+11.0% | $4,645+22.0% | $4,762+19.0% |
| Participant deferral / active EE | $7,078 | $7,182-1.5% | $6,843+3.4% | $5,983+18.3% |
| Admin fee / account holder | $5,411 | $10,809-49.9% | $9,310-41.9% | $11,250-51.9% |