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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 | $246,678 | $165,361+49.2% | $149,715+64.8% | $158,950+55.2% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 15.96% | 348.24%-332.3pp | 276.66%-260.7pp | 302.91%-286.9pp |
| Employer contribution / active EE | $2,497 | $5,103-51.1% | $4,645-46.2% | $4,762-47.6% |
| Participant deferral / active EE | $6,544 | $7,182-8.9% | $6,842-4.4% | $5,983+9.4% |
| Admin fee / account holder | $1,352 | $10,808-87.5% | $9,310-85.5% | $11,248-88.0% |