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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 | $176,465 | $148,623+18.7% | $135,974+29.8% | $139,466+26.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.30% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.4pp |
| Employer contribution / active EE | $2,246 | $5,246-57.2% | $4,859-53.8% | $4,754-52.8% |
| Participant deferral / active EE | $3,453 | $8,103-57.4% | $7,760-55.5% | $6,712-48.6% |
| Admin fee / account holder | $13,531 | $12,406+9.1% | $10,767+25.7% | $11,409+18.6% |