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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 | $165,399+49.1% | $149,745+64.7% | $158,982+55.2% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 15.96% | 348.34%-332.4pp | 276.72%-260.8pp | 302.99%-287.0pp |
| Employer contribution / active EE | $2,497 | $5,105-51.1% | $4,646-46.3% | $4,763-47.6% |
| Participant deferral / active EE | $6,544 | $7,183-8.9% | $6,843-4.4% | $5,983+9.4% |
| Admin fee / account holder | $1,352 | $10,811-87.5% | $9,312-85.5% | $11,252-88.0% |