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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 | $218,716 | $165,381+32.2% | $149,730+46.1% | $158,966+37.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 13.82% | 348.29%-334.5pp | 276.70%-262.9pp | 302.95%-289.1pp |
| Employer contribution / active EE | $8,023 | $5,104+57.2% | $4,645+72.7% | $4,762+68.5% |
| Participant deferral / active EE | $10,880 | $7,182+51.5% | $6,843+59.0% | $5,983+81.8% |
| Admin fee / account holder | $2,999 | $10,809-72.3% | $9,310-67.8% | $11,250-73.3% |