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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 | $232,718 | $174,379+33.5% | $152,093+53.0% | $138,895+67.5% |
| Participation rate | 94.4% | 81.6%+12.8pp | 77.8%+16.7pp | 79.9%+14.5pp |
| Annual return | 14.53% | 74.86%-60.3pp | 66.36%-51.8pp | 145.39%-130.9pp |
| Employer contribution / active EE | $7,955 | $4,652+71.0% | $4,175+90.5% | $4,194+89.7% |
| Participant deferral / active EE | $7,629 | $6,159+23.9% | $5,451+39.9% | $6,396+19.3% |
| Admin fee / account holder | $3,404 | $16,880-79.8% | $14,497-76.5% | $12,562-72.9% |