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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 | $190,804 | $154,228+23.7% | $145,433+31.2% | $137,256+39.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 13.77% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,437 | $4,804-49.3% | $4,554-46.5% | $4,156-41.4% |
| Participant deferral / active EE | $7,326 | $8,216-10.8% | $7,897-7.2% | $6,407+14.3% |
| Admin fee / account holder | $2,669 | $14,344-81.4% | $13,129-79.7% | $12,270-78.3% |