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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 | $214,837 | $178,174+20.6% | $156,181+37.6% | $137,256+56.5% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 17.81% | 84.19%-66.4pp | 64.87%-47.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $5,581 | $4,972+12.3% | $4,294+30.0% | $4,156+34.3% |
| Participant deferral / active EE | $10,494 | $6,888+52.4% | $6,132+71.1% | $6,407+63.8% |
| Admin fee / account holder | $7,809 | $17,404-55.1% | $14,586-46.5% | $12,270-36.4% |