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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 | $227,329 | $185,905+22.3% | $170,057+33.7% | $139,487+63.0% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 16.94% | 60.56%-43.6pp | 53.42%-36.5pp | 373.84%-356.9pp |
| Employer contribution / active EE | $6,426 | $7,597-15.4% | $6,790-5.4% | $4,755+35.1% |
| Participant deferral / active EE | $8,836 | $11,627-24.0% | $10,411-15.1% | $6,713+31.6% |
| Admin fee / account holder | $6,245 | $15,397-59.4% | $12,826-51.3% | $11,407-45.3% |