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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 | $126,040 | $111,535+13.0% | $105,223+19.8% | $137,256-8.2% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.0%+7.6pp | 80.0%+2.6pp |
| Annual return | 15.68% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $4,790 | $3,939+21.6% | $3,689+29.9% | $4,156+15.3% |
| Participant deferral / active EE | $5,303 | $5,500-3.6% | $5,072+4.6% | $6,407-17.2% |
| Admin fee / account holder | $14,785 | $9,721+52.1% | $8,859+66.9% | $12,270+20.5% |