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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 | $223,823-28.9% | $211,142-24.6% | $154,746+2.9% |
| Participation rate | 73.3% | 87.9%-14.5pp | 87.3%-14.0pp | 80.7%-7.4pp |
| Annual return | 24.99% | 50.39%-25.4pp | 46.84%-21.8pp | 172.34%-147.4pp |
| Employer contribution / active EE | $8,042 | $6,787+18.5% | $6,442+24.8% | $4,379+83.6% |
| Participant deferral / active EE | $7,093 | $9,750-27.3% | $9,284-23.6% | $6,730+5.4% |
| Admin fee / account holder | $20,863 | $19,707+5.9% | $19,076+9.4% | $14,365+45.2% |