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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 | $207,176 | $178,174+16.3% | $156,181+32.7% | $137,256+50.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 12.62% | 84.19%-71.6pp | 64.87%-52.3pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,500 | $4,972-69.8% | $4,294-65.1% | $4,156-63.9% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,849 | $17,404-83.6% | $14,586-80.5% | $12,270-76.8% |