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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 | $155,555+45.9% | $146,866+54.5% | $155,188+46.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 14.48% | 115.41%-100.9pp | 102.85%-88.4pp | 148.84%-134.4pp |
| Employer contribution / active EE | $4,136 | $4,647-11.0% | $4,425-6.5% | $4,248-2.6% |
| Participant deferral / active EE | $9,781 | $8,044+21.6% | $7,759+26.1% | $6,531+49.8% |
| Admin fee / account holder | $9,643 | $14,755-34.6% | $13,620-29.2% | $14,480-33.4% |