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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 | $211,224+3.4% | $178,505+22.3% | $145,897+49.7% |
| Participation rate | 93.3% | 80.8%+12.5pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 14.48% | 30.28%-15.8pp | 27.16%-12.7pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,417 | $4,577-47.2% | $3,955-38.9% | $4,663-48.2% |
| Participant deferral / active EE | $6,465 | $6,966-7.2% | $6,280+2.9% | $6,689-3.4% |
| Admin fee / account holder | $17,220 | $12,109+42.2% | $10,428+65.1% | $13,390+28.6% |