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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 | $226,919 | $154,228+47.1% | $145,433+56.0% | $137,256+65.3% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 14.48% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $4,136 | $4,804-13.9% | $4,554-9.2% | $4,156-0.5% |
| Participant deferral / active EE | $9,781 | $8,216+19.0% | $7,897+23.9% | $6,407+52.7% |
| Admin fee / account holder | $9,643 | $14,344-32.8% | $13,129-26.5% | $12,270-21.4% |