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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 | $232,653 | $199,109+16.8% | $173,730+33.9% | $154,746+50.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.80% | 20.02%-4.2pp | 19.96%-4.2pp | 172.34%-156.5pp |
| Employer contribution / active EE | $3,462 | $5,311-34.8% | $4,577-24.4% | $4,379-20.9% |
| Participant deferral / active EE | $9,726 | $7,113+36.7% | $6,326+53.7% | $6,730+44.5% |
| Admin fee / account holder | $5,135 | $20,916-75.5% | $17,523-70.7% | $14,365-64.3% |