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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 | $174,379+40.9% | $152,093+61.5% | $138,895+76.8% |
| Participation rate | 95.5% | 81.6%+13.8pp | 77.8%+17.7pp | 79.9%+15.5pp |
| Annual return | 15.37% | 74.86%-59.5pp | 66.36%-51.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,284 | $4,652-50.9% | $4,175-45.3% | $4,194-45.6% |
| Participant deferral / active EE | $5,337 | $6,159-13.3% | $5,451-2.1% | $6,396-16.6% |
| Admin fee / account holder | $5,210 | $16,880-69.1% | $14,497-64.1% | $12,562-58.5% |