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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 | $215,819 | $166,242+29.8% | $165,071+30.7% | $145,884+47.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 22.29% | 100.44%-78.2pp | 70.17%-47.9pp | 551.85%-529.6pp |
| Employer contribution / active EE | $3,934 | $5,283-25.5% | $4,347-9.5% | $4,662-15.6% |
| Participant deferral / active EE | $8,438 | $6,964+21.2% | $6,035+39.8% | $6,690+26.1% |
| Admin fee / account holder | $892 | $16,658-94.6% | $12,695-93.0% | $13,392-93.3% |