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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 | $240,869 | $201,344+19.6% | $184,243+30.7% | $145,877+65.1% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 17.03% | 29.01%-12.0pp | 28.82%-11.8pp | 551.28%-534.3pp |
| Employer contribution / active EE | $3,493 | $7,022-50.3% | $6,427-45.6% | $4,663-25.1% |
| Participant deferral / active EE | $15,003 | $9,807+53.0% | $9,132+64.3% | $6,691+124.2% |
| Admin fee / account holder | $10,262 | $16,382-37.4% | $13,914-26.2% | $13,402-23.4% |