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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 | $201,617 | $129,737+55.4% | $119,126+69.2% | $154,746+30.3% |
| Participation rate | 84.6% | 78.9%+5.8pp | 75.8%+8.9pp | 80.7%+3.9pp |
| Annual return | 14.55% | 379.08%-364.5pp | 282.11%-267.6pp | 172.34%-157.8pp |
| Employer contribution / active EE | $3,294 | $4,375-24.7% | $4,034-18.3% | $4,379-24.8% |
| Participant deferral / active EE | $6,496 | $5,842+11.2% | $5,318+22.1% | $6,730-3.5% |
| Admin fee / account holder | $1,654 | $11,961-86.2% | $10,693-84.5% | $14,365-88.5% |