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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 | $218,838 | $148,582+47.3% | $135,942+61.0% | $139,456+56.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.02% | 79.26%-63.2pp | 68.28%-52.3pp | 373.45%-357.4pp |
| Employer contribution / active EE | $4,549 | $5,245-13.3% | $4,858-6.3% | $4,753-4.3% |
| Participant deferral / active EE | $12,614 | $8,101+55.7% | $7,759+62.6% | $6,711+87.9% |
| Admin fee / account holder | $1,159 | $12,402-90.7% | $10,764-89.2% | $11,407-89.8% |