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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 | $226,255 | $178,174+27.0% | $156,181+44.9% | $137,256+64.8% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.8%+15.6pp | 80.0%+14.5pp |
| Annual return | 14.01% | 84.19%-70.2pp | 64.87%-50.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $4,104 | $4,972-17.4% | $4,294-4.4% | $4,156-1.2% |
| Participant deferral / active EE | $9,886 | $6,888+43.5% | $6,132+61.2% | $6,407+54.3% |
| Admin fee / account holder | $1,704 | $17,404-90.2% | $14,586-88.3% | $12,270-86.1% |