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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 | $222,645 | $156,398+42.4% | $147,318+51.1% | $138,895+60.3% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 17.74% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $2,256 | $4,853-53.5% | $4,593-50.9% | $4,194-46.2% |
| Participant deferral / active EE | $8,464 | $8,237+2.8% | $7,906+7.1% | $6,396+32.3% |
| Admin fee / account holder | $3,160 | $14,976-78.9% | $13,708-76.9% | $12,562-74.8% |