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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 | $227,482 | $183,516+24.0% | $155,534+46.3% | $145,884+55.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.19% | 61.43%-45.2pp | 64.92%-48.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $6,918 | $5,315+30.2% | $4,675+48.0% | $4,662+48.4% |
| Participant deferral / active EE | $7,785 | $6,467+20.4% | $5,630+38.3% | $6,690+16.4% |
| Admin fee / account holder | $309 | $19,293-98.4% | $15,900-98.1% | $13,392-97.7% |