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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 | $193,435 | $172,111+12.4% | $150,298+28.7% | $137,256+40.9% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 12.76% | 69.37%-56.6pp | 62.79%-50.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,243 | $4,636-73.2% | $4,154-70.1% | $4,156-70.1% |
| Participant deferral / active EE | $4,282 | $6,166-30.5% | $5,453-21.5% | $6,407-33.2% |
| Admin fee / account holder | $2,183 | $16,471-86.7% | $14,116-84.5% | $12,270-82.2% |