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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 | $236,230 | $162,136+45.7% | $152,301+55.1% | $154,746+52.7% |
| Participation rate | 78.3% | 84.1%-5.8pp | 82.4%-4.2pp | 80.7%-2.4pp |
| Annual return | 18.08% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,772 | $4,890-43.3% | $4,624-40.1% | $4,379-36.7% |
| Participant deferral / active EE | $5,434 | $8,341-34.8% | $8,004-32.1% | $6,730-19.3% |
| Admin fee / account holder | $1,909 | $15,759-87.9% | $14,398-86.7% | $14,365-86.7% |