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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 | $241,117 | $184,014+31.0% | $161,149+49.6% | $138,895+73.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 20.67% | 21.52%-0.8pp | 21.16%-0.5pp | 145.39%-124.7pp |
| Employer contribution / active EE | $2,868 | $5,055-43.3% | $4,360-34.2% | $4,194-31.6% |
| Participant deferral / active EE | $7,213 | $6,909+4.4% | $6,153+17.2% | $6,396+12.8% |
| Admin fee / account holder | $825 | $18,027-95.4% | $15,194-94.6% | $12,562-93.4% |