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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 | $162,136+40.0% | $152,301+49.0% | $154,746+46.6% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 14.48% | 91.02%-76.5pp | 80.50%-66.0pp | 172.34%-157.9pp |
| Employer contribution / active EE | $4,136 | $4,890-15.4% | $4,624-10.6% | $4,379-5.6% |
| Participant deferral / active EE | $9,781 | $8,341+17.3% | $8,004+22.2% | $6,730+45.3% |
| Admin fee / account holder | $9,643 | $15,759-38.8% | $14,398-33.0% | $14,365-32.9% |