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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 | $183,516+26.4% | $155,534+49.2% | $145,884+59.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.97% | 61.43%-52.5pp | 64.92%-55.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $3,521 | $5,315-33.7% | $4,675-24.7% | $4,662-24.5% |
| Participant deferral / active EE | $10,617 | $6,467+64.2% | $5,630+88.6% | $6,690+58.7% |
| Admin fee / account holder | $13,891 | $19,293-28.0% | $15,900-12.6% | $13,392+3.7% |