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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 | $238,598 | $174,379+36.8% | $152,093+56.9% | $138,895+71.8% |
| Participation rate | 92.9% | 81.6%+11.2pp | 77.8%+15.1pp | 79.9%+12.9pp |
| Annual return | 15.16% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $8,875 | $4,652+90.8% | $4,175+112.6% | $4,194+111.6% |
| Participant deferral / active EE | $8,198 | $6,159+33.1% | $5,451+50.4% | $6,396+28.2% |
| Admin fee / account holder | $2,113 | $16,880-87.5% | $14,497-85.4% | $12,562-83.2% |