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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 | $218,219 | $181,062+20.5% | $158,223+37.9% | $155,188+40.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 17.71% | 57.39%-39.7pp | 52.09%-34.4pp | 148.84%-131.1pp |
| Employer contribution / active EE | $2,627 | $4,565-42.4% | $4,109-36.1% | $4,248-38.2% |
| Participant deferral / active EE | $2,371 | $6,134-61.3% | $5,467-56.6% | $6,531-63.7% |
| Admin fee / account holder | $2,715 | $18,825-85.6% | $16,047-83.1% | $14,480-81.2% |