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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 | $237,414 | $199,109+19.2% | $173,730+36.7% | $154,746+53.4% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.6%-9.6pp | 80.7%-10.7pp |
| Annual return | 12.84% | 20.02%-7.2pp | 19.96%-7.1pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,799 | $5,311-47.3% | $4,577-38.9% | $4,379-36.1% |
| Participant deferral / active EE | $3,946 | $7,113-44.5% | $6,326-37.6% | $6,730-41.4% |
| Admin fee / account holder | $3,946 | $20,916-81.1% | $17,523-77.5% | $14,365-72.5% |