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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 | $239,314 | $92,798+157.9% | $96,707+147.5% | $137,256+74.4% |
| Participation rate | 94.4% | 81.6%+12.8pp | 80.4%+14.1pp | 80.0%+14.5pp |
| Annual return | 20.55% | 31.24%-10.7pp | 34.78%-14.2pp | 220.34%-199.8pp |
| Employer contribution / active EE | $3,223 | $4,147-22.3% | $4,191-23.1% | $4,156-22.4% |
| Participant deferral / active EE | $5,956 | $5,877+1.4% | $5,997-0.7% | $6,407-7.0% |
| Admin fee / account holder | $1,328 | $7,946-83.3% | $7,503-82.3% | $12,270-89.2% |