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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 | $247,349 | $156,398+58.2% | $147,318+67.9% | $138,895+78.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 15.37% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,588 | $4,853-46.7% | $4,593-43.7% | $4,194-38.3% |
| Participant deferral / active EE | $7,372 | $8,237-10.5% | $7,906-6.8% | $6,396+15.3% |
| Admin fee / account holder | $17,053 | $14,976+13.9% | $13,708+24.4% | $12,562+35.7% |