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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 | $174,541 | $111,535+56.5% | $105,223+65.9% | $137,256+27.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 11.87% | 237.85%-226.0pp | 180.65%-168.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,942 | $3,939-50.7% | $3,689-47.3% | $4,156-53.3% |
| Participant deferral / active EE | $6,547 | $5,500+19.0% | $5,072+29.1% | $6,407+2.2% |
| Admin fee / account holder | $1,668 | $9,721-82.8% | $8,859-81.2% | $12,270-86.4% |