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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 | $245,629 | $172,111+42.7% | $150,298+63.4% | $137,256+79.0% |
| Participation rate | 95.5% | 81.7%+13.7pp | 77.8%+17.7pp | 80.0%+15.5pp |
| Annual return | 15.37% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,284 | $4,636-50.7% | $4,154-45.0% | $4,156-45.1% |
| Participant deferral / active EE | $5,337 | $6,166-13.4% | $5,453-2.1% | $6,407-16.7% |
| Admin fee / account holder | $5,210 | $16,471-68.4% | $14,116-63.1% | $12,270-57.5% |