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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 | $228,748 | $154,228+48.3% | $145,433+57.3% | $137,256+66.7% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 14.52% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $6,425 | $4,804+33.7% | $4,554+41.1% | $4,156+54.6% |
| Participant deferral / active EE | $8,266 | $8,216+0.6% | $7,897+4.7% | $6,407+29.0% |
| Admin fee / account holder | $8,031 | $14,344-44.0% | $13,129-38.8% | $12,270-34.5% |