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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 | $205,327 | $185,312+10.8% | $161,489+27.1% | $154,746+32.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 24.92% | 103.84%-78.9pp | 89.72%-64.8pp | 172.34%-147.4pp |
| Employer contribution / active EE | $5,606 | $4,769+17.5% | $4,268+31.3% | $4,379+28.0% |
| Participant deferral / active EE | $11,166 | $6,350+75.8% | $5,630+98.3% | $6,730+65.9% |
| Admin fee / account holder | $1,089 | $18,654-94.2% | $16,006-93.2% | $14,365-92.4% |