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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 | $231,406 | $197,625+17.1% | $177,840+30.1% | $158,966+45.6% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.7pp |
| Annual return | 13.32% | 58.76%-45.4pp | 48.32%-35.0pp | 302.95%-289.6pp |
| Employer contribution / active EE | $2,338 | $6,698-65.1% | $5,919-60.5% | $4,762-50.9% |
| Participant deferral / active EE | $6,252 | $8,405-25.6% | $7,714-19.0% | $5,983+4.5% |
| Admin fee / account holder | $27,711 | $15,405+79.9% | $12,431+122.9% | $11,250+146.3% |