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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 | $227,510 | $181,062+25.7% | $158,223+43.8% | $155,188+46.6% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 17.34% | 57.39%-40.0pp | 52.09%-34.7pp | 148.84%-131.5pp |
| Employer contribution / active EE | $3,688 | $4,565-19.2% | $4,109-10.2% | $4,248-13.2% |
| Participant deferral / active EE | $10,165 | $6,134+65.7% | $5,467+85.9% | $6,531+55.6% |
| Admin fee / account holder | $1,999 | $18,825-89.4% | $16,047-87.5% | $14,480-86.2% |