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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 | $182,442+21.0% | $163,379+35.1% | $138,895+58.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.8%+12.1pp | 79.9%+9.0pp |
| Annual return | 16.39% | 72.74%-56.3pp | 63.41%-47.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,801 | $4,159-32.7% | $3,752-25.4% | $4,194-33.2% |
| Participant deferral / active EE | $6,197 | $6,817-9.1% | $6,282-1.3% | $6,396-3.1% |
| Admin fee / account holder | $4,453 | $10,396-57.2% | $9,818-54.6% | $12,562-64.6% |