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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 | $235,532 | $178,174+32.2% | $156,181+50.8% | $137,256+71.6% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.8%-2.6pp | 80.0%-3.8pp |
| Annual return | 12.05% | 84.19%-72.1pp | 64.87%-52.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,702 | $4,972-45.7% | $4,294-37.1% | $4,156-35.0% |
| Participant deferral / active EE | $7,257 | $6,888+5.4% | $6,132+18.3% | $6,407+13.3% |
| Admin fee / account holder | $1,391 | $17,404-92.0% | $14,586-90.5% | $12,270-88.7% |