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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 | $220,708 | $180,749+22.1% | $160,784+37.3% | $137,256+60.8% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 16.39% | 2234.46%-2218.1pp | 1803.92%-1787.5pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,801 | $4,155-32.6% | $3,733-25.0% | $4,156-32.6% |
| Participant deferral / active EE | $6,197 | $6,844-9.5% | $6,293-1.5% | $6,407-3.3% |
| Admin fee / account holder | $4,453 | $10,397-57.2% | $9,717-54.2% | $12,270-63.7% |