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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 | $154,228+31.6% | $145,433+39.6% | $137,256+47.9% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 13.53% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,247 | $4,804-32.4% | $4,554-28.7% | $4,156-21.9% |
| Participant deferral / active EE | $4,735 | $8,216-42.4% | $7,897-40.0% | $6,407-26.1% |
| Admin fee / account holder | $5,863 | $14,344-59.1% | $13,129-55.3% | $12,270-52.2% |