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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 | $236,952 | $154,228+53.6% | $145,433+62.9% | $137,256+72.6% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 28.81% | 74.59%-45.8pp | 66.58%-37.8pp | 220.34%-191.5pp |
| Employer contribution / active EE | $1,592 | $4,804-66.9% | $4,554-65.0% | $4,156-61.7% |
| Participant deferral / active EE | $5,404 | $8,216-34.2% | $7,897-31.6% | $6,407-15.7% |
| Admin fee / account holder | $16,097 | $14,344+12.2% | $13,129+22.6% | $12,270+31.2% |