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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 | $230,648 | $196,972+17.1% | $182,262+26.5% | $198,609+16.1% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 8.77% | 158.27%-149.5pp | 140.60%-131.8pp | 202.70%-193.9pp |
| Employer contribution / active EE | $1,580 | $5,364-70.5% | $5,046-68.7% | $5,055-68.7% |
| Participant deferral / active EE | $5,901 | $8,643-31.7% | $8,276-28.7% | $6,977-15.4% |
| Admin fee / account holder | $3,028 | $18,429-83.6% | $16,712-81.9% | $19,030-84.1% |