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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 | $242,292 | $165,361+46.5% | $149,715+61.8% | $158,950+52.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 8.62% | 348.24%-339.6pp | 276.66%-268.0pp | 302.91%-294.3pp |
| Employer contribution / active EE | $2,337 | $5,103-54.2% | $4,645-49.7% | $4,762-50.9% |
| Participant deferral / active EE | $5,909 | $7,182-17.7% | $6,842-13.6% | $5,983-1.2% |
| Admin fee / account holder | $4,516 | $10,808-58.2% | $9,310-51.5% | $11,248-59.9% |