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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 | $241,198 | $162,136+48.8% | $152,301+58.4% | $154,746+55.9% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 15.38% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-157.0pp |
| Employer contribution / active EE | $3,393 | $4,890-30.6% | $4,624-26.6% | $4,379-22.5% |
| Participant deferral / active EE | $8,867 | $8,341+6.3% | $8,004+10.8% | $6,730+31.7% |
| Admin fee / account holder | $6,901 | $15,759-56.2% | $14,398-52.1% | $14,365-52.0% |