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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 | $227,789 | $165,399+37.7% | $149,745+52.1% | $158,982+43.3% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 14.81% | 348.34%-333.5pp | 276.72%-261.9pp | 302.99%-288.2pp |
| Employer contribution / active EE | $8,829 | $5,105+73.0% | $4,646+90.1% | $4,763+85.4% |
| Participant deferral / active EE | $11,997 | $7,183+67.0% | $6,843+75.3% | $5,983+100.5% |
| Admin fee / account holder | $7,605 | $10,811-29.7% | $9,312-18.3% | $11,252-32.4% |