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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 | $234,674 | $165,399+41.9% | $149,745+56.7% | $158,982+47.6% |
| Participation rate | 76.9% | 84.6%-7.7pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 15.93% | 348.34%-332.4pp | 276.72%-260.8pp | 302.99%-287.1pp |
| Employer contribution / active EE | $4,527 | $5,105-11.3% | $4,646-2.6% | $4,763-5.0% |
| Participant deferral / active EE | $12,801 | $7,183+78.2% | $6,843+87.1% | $5,983+113.9% |
| Admin fee / account holder | $2,427 | $10,811-77.6% | $9,312-73.9% | $11,252-78.4% |