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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 | $229,617 | $182,442+25.9% | $163,379+40.5% | $138,895+65.3% |
| Participation rate | 91.3% | 79.8%+11.5pp | 76.8%+14.5pp | 79.9%+11.4pp |
| Annual return | 19.69% | 72.74%-53.0pp | 63.41%-43.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $12,415 | $4,159+198.5% | $3,752+230.8% | $4,194+196.0% |
| Participant deferral / active EE | $5,833 | $6,817-14.4% | $6,282-7.1% | $6,396-8.8% |
| Admin fee / account holder | $2,776 | $10,396-73.3% | $9,818-71.7% | $12,562-77.9% |