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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 | $162,136+32.2% | $152,301+40.8% | $154,746+38.5% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 17.63% | 91.02%-73.4pp | 80.50%-62.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $11,426 | $4,890+133.6% | $4,624+147.1% | $4,379+160.9% |
| Participant deferral / active EE | $8,122 | $8,341-2.6% | $8,004+1.5% | $6,730+20.7% |
| Admin fee / account holder | $15,386 | $15,759-2.4% | $14,398+6.9% | $14,365+7.1% |