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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 | $237,514 | $181,062+31.2% | $158,223+50.1% | $155,188+53.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 14.74% | 57.39%-42.6pp | 52.09%-37.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $2,365 | $4,565-48.2% | $4,109-42.4% | $4,248-44.3% |
| Participant deferral / active EE | $6,474 | $6,134+5.5% | $5,467+18.4% | $6,531-0.9% |
| Admin fee / account holder | $540 | $18,825-97.1% | $16,047-96.6% | $14,480-96.3% |