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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 | $239,268 | $178,174+34.3% | $156,181+53.2% | $137,256+74.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 18.20% | 84.19%-66.0pp | 64.87%-46.7pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,437 | $4,972-51.0% | $4,294-43.2% | $4,156-41.4% |
| Participant deferral / active EE | $7,877 | $6,888+14.4% | $6,132+28.5% | $6,407+22.9% |
| Admin fee / account holder | $1,796 | $17,404-89.7% | $14,586-87.7% | $12,270-85.4% |