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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 | $235,770 | $178,174+32.3% | $156,181+51.0% | $137,256+71.8% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.8%+14.9pp | 80.0%+13.8pp |
| Annual return | 17.39% | 84.19%-66.8pp | 64.87%-47.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $9,573 | $4,972+92.6% | $4,294+123.0% | $4,156+130.3% |
| Participant deferral / active EE | $4,629 | $6,888-32.8% | $6,132-24.5% | $6,407-27.7% |
| Admin fee / account holder | $5,554 | $17,404-68.1% | $14,586-61.9% | $12,270-54.7% |