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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 | $181,062+13.4% | $158,223+29.8% | $155,188+32.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 24.92% | 57.39%-32.5pp | 52.09%-27.2pp | 148.84%-123.9pp |
| Employer contribution / active EE | $5,606 | $4,565+22.8% | $4,109+36.4% | $4,248+32.0% |
| Participant deferral / active EE | $11,166 | $6,134+82.0% | $5,467+104.2% | $6,531+71.0% |
| Admin fee / account holder | $1,089 | $18,825-94.2% | $16,047-93.2% | $14,480-92.5% |