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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 | $226,677 | $211,224+7.3% | $178,505+27.0% | $145,897+55.4% |
| Participation rate | 92.9% | 80.8%+12.0pp | 77.1%+15.7pp | 80.3%+12.6pp |
| Annual return | 17.60% | 30.28%-12.7pp | 27.16%-9.6pp | 552.29%-534.7pp |
| Employer contribution / active EE | $2,443 | $4,577-46.6% | $3,955-38.2% | $4,663-47.6% |
| Participant deferral / active EE | $5,970 | $6,966-14.3% | $6,280-4.9% | $6,689-10.8% |
| Admin fee / account holder | $5,093 | $12,109-57.9% | $10,428-51.2% | $13,390-62.0% |