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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 | $220,311 | $172,111+28.0% | $150,298+46.6% | $137,256+60.5% |
| Participation rate | 95.2% | 81.7%+13.5pp | 77.8%+17.5pp | 80.0%+15.3pp |
| Annual return | 16.19% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,256 | $4,636-51.3% | $4,154-45.7% | $4,156-45.7% |
| Participant deferral / active EE | $4,730 | $6,166-23.3% | $5,453-13.3% | $6,407-26.2% |
| Admin fee / account holder | $16,247 | $16,471-1.4% | $14,116+15.1% | $12,270+32.4% |