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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 | $241,060 | $208,088+15.8% | $186,193+29.5% | $154,746+55.8% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.1%+8.6pp | 80.7%+5.0pp |
| Annual return | 13.77% | 89.97%-76.2pp | 78.03%-64.3pp | 172.34%-158.6pp |
| Employer contribution / active EE | $458 | $4,340-89.4% | $3,918-88.3% | $4,379-89.5% |
| Participant deferral / active EE | $3,685 | $7,078-47.9% | $6,513-43.4% | $6,730-45.2% |
| Admin fee / account holder | $4,458 | $11,698-61.9% | $11,058-59.7% | $14,365-69.0% |