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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 | $243,137 | $156,398+55.5% | $147,318+65.0% | $138,895+75.1% |
| Participation rate | 73.9% | 83.8%-9.8pp | 82.1%-8.2pp | 79.9%-6.0pp |
| Annual return | 14.74% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,471 | $4,853-69.7% | $4,593-68.0% | $4,194-64.9% |
| Participant deferral / active EE | $5,724 | $8,237-30.5% | $7,906-27.6% | $6,396-10.5% |
| Admin fee / account holder | $4,409 | $14,976-70.6% | $13,708-67.8% | $12,562-64.9% |