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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 | $213,025 | $185,312+15.0% | $161,489+31.9% | $154,746+37.7% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 15.59% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $6,745 | $4,769+41.4% | $4,268+58.0% | $4,379+54.0% |
| Participant deferral / active EE | $7,020 | $6,350+10.5% | $5,630+24.7% | $6,730+4.3% |
| Admin fee / account holder | $5,377 | $18,654-71.2% | $16,006-66.4% | $14,365-62.6% |