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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 | $209,824 | $172,111+21.9% | $150,298+39.6% | $137,256+52.9% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 16.99% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $987 | $4,636-78.7% | $4,154-76.2% | $4,156-76.2% |
| Participant deferral / active EE | $6,726 | $6,166+9.1% | $5,453+23.4% | $6,407+5.0% |
| Admin fee / account holder | $56,264 | $16,471+241.6% | $14,116+298.6% | $12,270+358.5% |