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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 | $221,117 | $156,398+41.4% | $147,318+50.1% | $138,895+59.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 18.78% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,200 | $4,853-54.7% | $4,593-52.1% | $4,194-47.6% |
| Participant deferral / active EE | $16,214 | $8,237+96.8% | $7,906+105.1% | $6,396+153.5% |
| Admin fee / account holder | $6,938 | $14,976-53.7% | $13,708-49.4% | $12,562-44.8% |