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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 | $239,143 | $178,174+34.2% | $156,181+53.1% | $137,256+74.2% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 18.45% | 84.19%-65.7pp | 64.87%-46.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $12,118 | $4,972+143.7% | $4,294+182.2% | $4,156+191.6% |
| Participant deferral / active EE | $5,007 | $6,888-27.3% | $6,132-18.4% | $6,407-21.9% |
| Admin fee / account holder | $122,330 | $17,404+602.9% | $14,586+738.7% | $12,270+897.0% |