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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 | $212,783 | $183,592+15.9% | $155,574+36.8% | $145,877+45.9% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 11.78% | 61.37%-49.6pp | 64.87%-53.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $9,559 | $5,317+79.8% | $4,676+104.4% | $4,663+105.0% |
| Participant deferral / active EE | $7,964 | $6,466+23.2% | $5,629+41.5% | $6,691+19.0% |
| Admin fee / account holder | $15,787 | $19,316-18.3% | $15,914-0.8% | $13,402+17.8% |