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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 | $232,503 | $148,629+56.4% | $135,982+71.0% | $139,487+66.7% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 14.99% | 79.33%-64.3pp | 68.32%-53.3pp | 373.84%-358.9pp |
| Employer contribution / active EE | $3,368 | $5,247-35.8% | $4,859-30.7% | $4,755-29.2% |
| Participant deferral / active EE | $12,414 | $8,102+53.2% | $7,760+60.0% | $6,713+84.9% |
| Admin fee / account holder | $10,674 | $12,406-14.0% | $10,767-0.9% | $11,407-6.4% |