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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 | $197,248 | $174,379+13.1% | $152,093+29.7% | $138,895+42.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 21.22% | 74.86%-53.6pp | 66.36%-45.1pp | 145.39%-124.2pp |
| Employer contribution / active EE | $2,770 | $4,652-40.4% | $4,175-33.6% | $4,194-34.0% |
| Participant deferral / active EE | $11,541 | $6,159+87.4% | $5,451+111.7% | $6,396+80.4% |
| Admin fee / account holder | $3,561 | $16,880-78.9% | $14,497-75.4% | $12,562-71.7% |