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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 | $228,000 | $156,398+45.8% | $147,318+54.8% | $138,895+64.2% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 14.60% | 78.75%-64.1pp | 70.43%-55.8pp | 145.39%-130.8pp |
| Employer contribution / active EE | $3,555 | $4,853-26.8% | $4,593-22.6% | $4,194-15.2% |
| Participant deferral / active EE | $7,156 | $8,237-13.1% | $7,906-9.5% | $6,396+11.9% |
| Admin fee / account holder | $25,000 | $14,976+66.9% | $13,708+82.4% | $12,562+99.0% |