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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 | $213,711 | $157,829+35.4% | $136,867+56.1% | $198,609+7.6% |
| Participation rate | 92.9% | 77.2%+15.7pp | 74.5%+18.3pp | 82.4%+10.5pp |
| Annual return | 13.01% | 51.25%-38.2pp | 42.97%-30.0pp | 202.70%-189.7pp |
| Employer contribution / active EE | $6,600 | $3,923+68.3% | $3,547+86.1% | $5,055+30.6% |
| Participant deferral / active EE | $8,998 | $5,463+64.7% | $4,924+82.8% | $6,977+29.0% |
| Admin fee / account holder | $16,678 | $11,107+50.2% | $10,340+61.3% | $19,030-12.4% |