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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 | $220,958 | $178,174+24.0% | $156,181+41.5% | $137,256+61.0% |
| Participation rate | 73.7% | 82.0%-8.4pp | 78.8%-5.1pp | 80.0%-6.3pp |
| Annual return | 20.03% | 84.19%-64.2pp | 64.87%-44.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,450 | $4,972-50.7% | $4,294-42.9% | $4,156-41.0% |
| Participant deferral / active EE | $7,383 | $6,888+7.2% | $6,132+20.4% | $6,407+15.2% |
| Admin fee / account holder | $2,658 | $17,404-84.7% | $14,586-81.8% | $12,270-78.3% |