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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 | $231,990 | $183,592+26.4% | $155,574+49.1% | $145,877+59.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.97% | 61.37%-52.4pp | 64.87%-55.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $3,521 | $5,317-33.8% | $4,676-24.7% | $4,663-24.5% |
| Participant deferral / active EE | $10,617 | $6,466+64.2% | $5,629+88.6% | $6,691+58.7% |
| Admin fee / account holder | $13,891 | $19,316-28.1% | $15,914-12.7% | $13,402+3.6% |