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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 | $235,373 | $172,111+36.8% | $150,298+56.6% | $137,256+71.5% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 12.67% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,577 | $4,636-66.0% | $4,154-62.0% | $4,156-62.1% |
| Participant deferral / active EE | $3,808 | $6,166-38.2% | $5,453-30.2% | $6,407-40.6% |
| Admin fee / account holder | $1,867 | $16,471-88.7% | $14,116-86.8% | $12,270-84.8% |