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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 | $155,555+14.6% | $146,866+21.3% | $155,188+14.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 16.90% | 115.41%-98.5pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,545 | $4,647-66.8% | $4,425-65.1% | $4,248-63.6% |
| Participant deferral / active EE | $10,642 | $8,044+32.3% | $7,759+37.2% | $6,531+62.9% |
| Admin fee / account holder | $4,148 | $14,755-71.9% | $13,620-69.5% | $14,480-71.4% |