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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 | $236,600 | $165,399+43.0% | $149,745+58.0% | $158,982+48.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 25.74% | 348.34%-322.6pp | 276.72%-251.0pp | 302.99%-277.2pp |
| Employer contribution / active EE | $1,173 | $5,105-77.0% | $4,646-74.7% | $4,763-75.4% |
| Participant deferral / active EE | $6,237 | $7,183-13.2% | $6,843-8.9% | $5,983+4.2% |
| Admin fee / account holder | $1,305 | $10,811-87.9% | $9,312-86.0% | $11,252-88.4% |