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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 | $202,958 | $162,136+25.2% | $152,301+33.3% | $154,746+31.2% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 13.53% | 91.02%-77.5pp | 80.50%-67.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $3,247 | $4,890-33.6% | $4,624-29.8% | $4,379-25.9% |
| Participant deferral / active EE | $4,735 | $8,341-43.2% | $8,004-40.8% | $6,730-29.6% |
| Admin fee / account holder | $5,863 | $15,759-62.8% | $14,398-59.3% | $14,365-59.2% |