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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 | $218,947 | $185,312+18.2% | $161,489+35.6% | $154,746+41.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 14.92% | 103.84%-88.9pp | 89.72%-74.8pp | 172.34%-157.4pp |
| Employer contribution / active EE | $3,177 | $4,769-33.4% | $4,268-25.6% | $4,379-27.5% |
| Participant deferral / active EE | $9,762 | $6,350+53.7% | $5,630+73.4% | $6,730+45.0% |
| Admin fee / account holder | $3,537 | $18,654-81.0% | $16,006-77.9% | $14,365-75.4% |