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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 | $178,208 | $154,228+15.5% | $145,433+22.5% | $137,256+29.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 16.90% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,545 | $4,804-67.8% | $4,554-66.1% | $4,156-62.8% |
| Participant deferral / active EE | $10,642 | $8,216+29.5% | $7,897+34.8% | $6,407+66.1% |
| Admin fee / account holder | $4,148 | $14,344-71.1% | $13,129-68.4% | $12,270-66.2% |