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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 | $209,824 | $185,312+13.2% | $161,489+29.9% | $154,746+35.6% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 16.99% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $987 | $4,769-79.3% | $4,268-76.9% | $4,379-77.5% |
| Participant deferral / active EE | $6,726 | $6,350+5.9% | $5,630+19.5% | $6,730-0.1% |
| Admin fee / account holder | $56,264 | $18,654+201.6% | $16,006+251.5% | $14,365+291.7% |