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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 | $245,271 | $165,399+48.3% | $149,745+63.8% | $158,982+54.3% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 13.85% | 348.34%-334.5pp | 276.72%-262.9pp | 302.99%-289.1pp |
| Employer contribution / active EE | $4,979 | $5,105-2.5% | $4,646+7.2% | $4,763+4.5% |
| Participant deferral / active EE | $3,539 | $7,183-50.7% | $6,843-48.3% | $5,983-40.9% |
| Admin fee / account holder | $1,579 | $10,811-85.4% | $9,312-83.0% | $11,252-86.0% |