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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 | $226,430 | $201,259+12.5% | $184,200+22.9% | $145,959+55.1% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 14.86% | 28.98%-14.1pp | 28.80%-13.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $8,812 | $7,018+25.6% | $6,424+37.2% | $4,661+89.1% |
| Participant deferral / active EE | $5,081 | $9,806-48.2% | $9,132-44.4% | $6,689-24.0% |
| Admin fee / account holder | $6,863 | $16,372-58.1% | $13,907-50.7% | $13,398-48.8% |