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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 | $241,316 | $172,111+40.2% | $150,298+60.6% | $137,256+75.8% |
| Participation rate | 95.2% | 81.7%+13.5pp | 77.8%+17.5pp | 80.0%+15.3pp |
| Annual return | 17.80% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,655 | $4,636-21.2% | $4,154-12.0% | $4,156-12.1% |
| Participant deferral / active EE | $8,159 | $6,166+32.3% | $5,453+49.6% | $6,407+27.4% |
| Admin fee / account holder | $846 | $16,471-94.9% | $14,116-94.0% | $12,270-93.1% |