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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 | $246,164 | $174,379+41.2% | $152,093+61.9% | $138,895+77.2% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 16.03% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,641 | $4,652-43.2% | $4,175-36.7% | $4,194-37.0% |
| Participant deferral / active EE | $7,069 | $6,159+14.8% | $5,451+29.7% | $6,396+10.5% |
| Admin fee / account holder | $1,682 | $16,880-90.0% | $14,497-88.4% | $12,562-86.6% |