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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 | $241,198 | $155,555+55.1% | $146,866+64.2% | $155,188+55.4% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.5%+11.2pp | 80.8%+12.9pp |
| Annual return | 15.38% | 115.41%-100.0pp | 102.85%-87.5pp | 148.84%-133.5pp |
| Employer contribution / active EE | $3,393 | $4,647-27.0% | $4,425-23.3% | $4,248-20.1% |
| Participant deferral / active EE | $8,867 | $8,044+10.2% | $7,759+14.3% | $6,531+35.8% |
| Admin fee / account holder | $6,901 | $14,755-53.2% | $13,620-49.3% | $14,480-52.3% |