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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 | $229,453 | $172,111+33.3% | $150,298+52.7% | $137,256+67.2% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 17.38% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,328 | $4,636-49.8% | $4,154-43.9% | $4,156-44.0% |
| Participant deferral / active EE | $5,949 | $6,166-3.5% | $5,453+9.1% | $6,407-7.1% |
| Admin fee / account holder | $498 | $16,471-97.0% | $14,116-96.5% | $12,270-95.9% |