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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 | $154,228+43.4% | $145,433+52.0% | $137,256+61.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 18.78% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,200 | $4,804-54.2% | $4,554-51.7% | $4,156-47.1% |
| Participant deferral / active EE | $16,214 | $8,216+97.3% | $7,897+105.3% | $6,407+153.1% |
| Admin fee / account holder | $6,938 | $14,344-51.6% | $13,129-47.2% | $12,270-43.5% |