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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 | $165,361+43.1% | $149,715+58.0% | $158,950+48.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 25.74% | 348.24%-322.5pp | 276.66%-250.9pp | 302.91%-277.2pp |
| Employer contribution / active EE | $1,173 | $5,103-77.0% | $4,645-74.7% | $4,762-75.4% |
| Participant deferral / active EE | $6,237 | $7,182-13.2% | $6,842-8.8% | $5,983+4.3% |
| Admin fee / account holder | $1,305 | $10,808-87.9% | $9,310-86.0% | $11,248-88.4% |