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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 | $208,088+6.1% | $186,193+18.5% | $154,746+42.6% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.1%+11.8pp | 80.7%+8.2pp |
| Annual return | 16.39% | 89.97%-73.6pp | 78.03%-61.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,801 | $4,340-35.5% | $3,918-28.5% | $4,379-36.0% |
| Participant deferral / active EE | $6,197 | $7,078-12.4% | $6,513-4.9% | $6,730-7.9% |
| Admin fee / account holder | $4,453 | $11,698-61.9% | $11,058-59.7% | $14,365-69.0% |