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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 | $214,638 | $100,970+112.6% | $96,576+122.2% | $137,256+56.4% |
| Participation rate | 92.3% | 82.6%+9.7pp | 81.4%+10.9pp | 80.0%+12.3pp |
| Annual return | 17.09% | 38.16%-21.1pp | 38.47%-21.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,487 | $3,809-34.7% | $3,553-30.0% | $4,156-40.2% |
| Participant deferral / active EE | $5,916 | $8,286-28.6% | $7,956-25.6% | $6,407-7.7% |
| Admin fee / account holder | $2,377 | $11,312-79.0% | $11,381-79.1% | $12,270-80.6% |