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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 | $237,514 | $174,379+36.2% | $152,093+56.2% | $138,895+71.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 14.74% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $2,365 | $4,652-49.2% | $4,175-43.3% | $4,194-43.6% |
| Participant deferral / active EE | $6,474 | $6,159+5.1% | $5,451+18.8% | $6,396+1.2% |
| Admin fee / account holder | $540 | $16,880-96.8% | $14,497-96.3% | $12,562-95.7% |