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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 | $156,398+54.2% | $147,318+63.7% | $138,895+73.7% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.7pp | 79.9%+13.8pp |
| Annual return | 15.38% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $3,393 | $4,853-30.1% | $4,593-26.1% | $4,194-19.1% |
| Participant deferral / active EE | $8,867 | $8,237+7.6% | $7,906+12.1% | $6,396+38.6% |
| Admin fee / account holder | $6,901 | $14,976-53.9% | $13,708-49.7% | $12,562-45.1% |