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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 | $147,810 | $86,294+71.3% | $111,303+32.8% | $85,856+72.2% |
| Participation rate | 93.5% | 73.3%+20.1pp | 77.3%+16.2pp | 69.3%+24.2pp |
| Annual return | 11.68% | 19.99%-8.3pp | 54.66%-43.0pp | 318.58%-306.9pp |
| Employer contribution / active EE | $2,253 | $2,043+10.3% | $2,731-17.5% | $2,565-12.2% |
| Participant deferral / active EE | $5,280 | $3,641+45.0% | $4,487+17.7% | $3,952+33.6% |
| Admin fee / account holder | $2,732 | $8,189-66.6% | $7,966-65.7% | $6,261-56.4% |