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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 | $188,557 | $165,399+14.0% | $149,745+25.9% | $158,982+18.6% |
| Participation rate | 70.8% | 84.6%-13.7pp | 82.5%-11.6pp | 82.0%-11.1pp |
| Annual return | 19.84% | 348.34%-328.5pp | 276.72%-256.9pp | 302.99%-283.1pp |
| Employer contribution / active EE | $10,365 | $5,105+103.0% | $4,646+123.1% | $4,763+117.6% |
| Participant deferral / active EE | $8,111 | $7,183+12.9% | $6,843+18.5% | $5,983+35.6% |
| Admin fee / account holder | $6,283 | $10,811-41.9% | $9,312-32.5% | $11,252-44.2% |