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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 | $224,953 | $172,111+30.7% | $150,298+49.7% | $137,256+63.9% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 12.64% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.7pp |
| Employer contribution / active EE | $10,314 | $4,636+122.5% | $4,154+148.3% | $4,156+148.2% |
| Participant deferral / active EE | $7,135 | $6,166+15.7% | $5,453+30.9% | $6,407+11.4% |
| Admin fee / account holder | $2,880 | $16,471-82.5% | $14,116-79.6% | $12,270-76.5% |