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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 | $203,665 | $154,228+32.1% | $145,433+40.0% | $137,256+48.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 25.01% | 74.59%-49.6pp | 66.58%-41.6pp | 220.34%-195.3pp |
| Employer contribution / active EE | $11,637 | $4,804+142.2% | $4,554+155.5% | $4,156+180.0% |
| Participant deferral / active EE | $6,336 | $8,216-22.9% | $7,897-19.8% | $6,407-1.1% |
| Admin fee / account holder | $1,375 | $14,344-90.4% | $13,129-89.5% | $12,270-88.8% |