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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 | $154,228+53.2% | $145,433+62.4% | $137,256+72.1% |
| Participation rate | 78.3% | 83.8%-5.5pp | 82.1%-3.9pp | 80.0%-1.7pp |
| Annual return | 18.08% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,772 | $4,804-42.3% | $4,554-39.1% | $4,156-33.3% |
| Participant deferral / active EE | $5,434 | $8,216-33.9% | $7,897-31.2% | $6,407-15.2% |
| Admin fee / account holder | $1,909 | $14,344-86.7% | $13,129-85.5% | $12,270-84.4% |