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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 | $202,913 | $174,379+16.4% | $152,093+33.4% | $138,895+46.1% |
| Participation rate | 73.7% | 81.6%-8.0pp | 77.8%-4.1pp | 79.9%-6.2pp |
| Annual return | 13.93% | 74.86%-60.9pp | 66.36%-52.4pp | 145.39%-131.5pp |
| Employer contribution / active EE | $2,582 | $4,652-44.5% | $4,175-38.2% | $4,194-38.4% |
| Participant deferral / active EE | $6,801 | $6,159+10.4% | $5,451+24.8% | $6,396+6.3% |
| Admin fee / account holder | $1,472 | $16,880-91.3% | $14,497-89.8% | $12,562-88.3% |