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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 | $181,081 | $156,398+15.8% | $147,318+22.9% | $138,895+30.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 15.62% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $4,593 | $4,853-5.4% | $4,5930% | $4,194+9.5% |
| Participant deferral / active EE | $17,282 | $8,237+109.8% | $7,906+118.6% | $6,396+170.2% |
| Admin fee / account holder | $1,940 | $14,976-87.0% | $13,708-85.8% | $12,562-84.6% |