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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 | $230,143 | $178,174+29.2% | $156,181+47.4% | $137,256+67.7% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.8%+15.3pp | 80.0%+14.2pp |
| Annual return | 11.30% | 84.19%-72.9pp | 64.87%-53.6pp | 220.34%-209.0pp |
| Employer contribution / active EE | $5,610 | $4,972+12.8% | $4,294+30.6% | $4,156+35.0% |
| Participant deferral / active EE | $8,577 | $6,888+24.5% | $6,132+39.9% | $6,407+33.9% |
| Admin fee / account holder | $29,956 | $17,404+72.1% | $14,586+105.4% | $12,270+144.1% |