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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 | $159,226 | $209,336-23.9% | $197,124-19.2% | $137,256+16.0% |
| Participation rate | 73.3% | 87.3%-14.0pp | 86.7%-13.4pp | 80.0%-6.6pp |
| Annual return | 24.99% | 48.09%-23.1pp | 44.34%-19.4pp | 220.34%-195.4pp |
| Employer contribution / active EE | $8,042 | $6,591+22.0% | $6,227+29.1% | $4,156+93.5% |
| Participant deferral / active EE | $7,093 | $9,614-26.2% | $9,135-22.4% | $6,407+10.7% |
| Admin fee / account holder | $20,863 | $17,308+20.5% | $16,298+28.0% | $12,270+70.0% |