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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 | $238,814 | $201,372+18.6% | $184,260+29.6% | $145,884+63.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 13.09% | 29.04%-15.9pp | 28.84%-15.7pp | 551.85%-538.8pp |
| Employer contribution / active EE | $4,006 | $7,024-43.0% | $6,427-37.7% | $4,662-14.1% |
| Participant deferral / active EE | $15,823 | $9,808+61.3% | $9,133+73.3% | $6,690+136.5% |
| Admin fee / account holder | $310 | $16,362-98.1% | $13,898-97.8% | $13,392-97.7% |