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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 | $214,397 | $154,228+39.0% | $145,433+47.4% | $137,256+56.2% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 17.63% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $11,426 | $4,804+137.8% | $4,554+150.9% | $4,156+174.9% |
| Participant deferral / active EE | $8,122 | $8,216-1.1% | $7,897+2.9% | $6,407+26.8% |
| Admin fee / account holder | $15,386 | $14,344+7.3% | $13,129+17.2% | $12,270+25.4% |