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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 | $221,501 | $176,120+25.8% | $159,487+38.9% | $167,553+32.2% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 11.02% | 331.95%-320.9pp | 263.71%-252.7pp | 478.89%-467.9pp |
| Employer contribution / active EE | $1,116 | $5,299-79.0% | $4,831-76.9% | $4,840-77.0% |
| Participant deferral / active EE | $12,795 | $7,752+65.1% | $7,354+74.0% | $6,343+101.7% |
| Admin fee / account holder | $8,325 | $12,561-33.7% | $10,804-22.9% | $12,316-32.4% |