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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 | $173,178 | $86,294+100.7% | $111,303+55.6% | $85,856+101.7% |
| Participation rate | 84.4% | 73.3%+11.1pp | 77.3%+7.1pp | 69.3%+15.1pp |
| Annual return | 12.25% | 19.99%-7.7pp | 54.66%-42.4pp | 318.58%-306.3pp |
| Employer contribution / active EE | $2,202 | $2,043+7.8% | $2,731-19.4% | $2,565-14.2% |
| Participant deferral / active EE | $4,537 | $3,641+24.6% | $4,487+1.1% | $3,952+14.8% |
| Admin fee / account holder | $6,381 | $8,189-22.1% | $7,966-19.9% | $6,261+1.9% |