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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 | $174,379+25.1% | $152,093+43.5% | $138,895+57.1% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 17.71% | 74.86%-57.2pp | 66.36%-48.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $2,627 | $4,652-43.5% | $4,175-37.1% | $4,194-37.4% |
| Participant deferral / active EE | $2,371 | $6,159-61.5% | $5,451-56.5% | $6,396-62.9% |
| Admin fee / account holder | $2,715 | $16,880-83.9% | $14,497-81.3% | $12,562-78.4% |