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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 | $218,129 | $209,336+4.2% | $197,124+10.7% | $137,256+58.9% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 14.27% | 48.09%-33.8pp | 44.34%-30.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,222 | $6,591-51.1% | $6,227-48.3% | $4,156-22.5% |
| Participant deferral / active EE | $9,052 | $9,614-5.8% | $9,135-0.9% | $6,407+41.3% |
| Admin fee / account holder | $669 | $17,308-96.1% | $16,298-95.9% | $12,270-94.5% |