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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 | $223,595 | $185,312+20.7% | $161,489+38.5% | $154,746+44.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 16.96% | 103.84%-86.9pp | 89.72%-72.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,451 | $4,769-69.6% | $4,268-66.0% | $4,379-66.9% |
| Participant deferral / active EE | $18,851 | $6,350+196.9% | $5,630+234.8% | $6,730+180.1% |
| Admin fee / account holder | $664 | $18,654-96.4% | $16,006-95.9% | $14,365-95.4% |