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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 | $241,082 | $223,823+7.7% | $211,142+14.2% | $154,746+55.8% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 71.16% | 50.39%+20.8pp | 46.84%+24.3pp | 172.34%-101.2pp |
| Employer contribution / active EE | $1,875 | $6,787-72.4% | $6,442-70.9% | $4,379-57.2% |
| Participant deferral / active EE | $9,000 | $9,750-7.7% | $9,284-3.1% | $6,730+33.7% |
| Admin fee / account holder | $13,475 | $19,707-31.6% | $19,076-29.4% | $14,365-6.2% |