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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 | $200,526 | $154,228+30.0% | $145,433+37.9% | $137,256+46.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 16.79% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $5,267 | $4,804+9.6% | $4,554+15.6% | $4,156+26.7% |
| Participant deferral / active EE | $14,040 | $8,216+70.9% | $7,897+77.8% | $6,407+119.1% |
| Admin fee / account holder | $718 | $14,344-95.0% | $13,129-94.5% | $12,270-94.2% |