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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 | $179,727 | $154,228+16.5% | $145,433+23.6% | $137,256+30.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 12.94% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,908 | $4,804-60.3% | $4,554-58.1% | $4,156-54.1% |
| Participant deferral / active EE | $6,769 | $8,216-17.6% | $7,897-14.3% | $6,407+5.7% |
| Admin fee / account holder | $3,834 | $14,344-73.3% | $13,129-70.8% | $12,270-68.8% |