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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 | $215,596 | $111,535+93.3% | $105,223+104.9% | $137,256+57.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 17.28% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,321 | $3,939-15.7% | $3,689-10.0% | $4,156-20.1% |
| Participant deferral / active EE | $7,391 | $5,500+34.4% | $5,072+45.7% | $6,407+15.4% |
| Admin fee / account holder | $1,841 | $9,721-81.1% | $8,859-79.2% | $12,270-85.0% |