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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 | $218,338 | $211,239+3.4% | $178,528+22.3% | $145,877+49.7% |
| Participation rate | 93.3% | 80.8%+12.5pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 14.48% | 30.22%-15.7pp | 27.11%-12.6pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,417 | $4,570-47.1% | $3,950-38.8% | $4,663-48.2% |
| Participant deferral / active EE | $6,465 | $6,963-7.1% | $6,278+3.0% | $6,691-3.4% |
| Admin fee / account holder | $17,220 | $12,095+42.4% | $10,419+65.3% | $13,402+28.5% |