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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 | $224,630 | $239,571-6.2% | $183,328+22.5% | $137,256+63.7% |
| Participation rate | 70.0% | 82.4%-12.4pp | 77.3%-7.3pp | 80.0%-10.0pp |
| Annual return | 12.83% | 35.69%-22.9pp | 29.67%-16.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,645 | $6,148-40.7% | $5,055-27.9% | $4,156-12.3% |
| Participant deferral / active EE | $5,063 | $7,995-36.7% | $6,795-25.5% | $6,407-21.0% |
| Admin fee / account holder | $597 | $30,059-98.0% | $21,427-97.2% | $12,270-95.1% |