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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 | $248,810 | $139,948+77.8% | $121,663+104.5% | $154,746+60.8% |
| Participation rate | 90.9% | 78.0%+12.9pp | 74.5%+16.4pp | 80.7%+10.2pp |
| Annual return | 13.15% | 230.52%-217.4pp | 147.54%-134.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $820 | $3,521-76.7% | $3,020-72.8% | $4,379-81.3% |
| Participant deferral / active EE | $6,622 | $5,629+17.6% | $4,887+35.5% | $6,730-1.6% |
| Admin fee / account holder | $15,320 | $17,321-11.5% | $14,289+7.2% | $14,365+6.6% |