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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 | $185,839 | $156,398+18.8% | $147,318+26.1% | $138,895+33.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 13.79% | 78.75%-65.0pp | 70.43%-56.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,350 | $4,853-51.6% | $4,593-48.8% | $4,194-44.0% |
| Participant deferral / active EE | $6,180 | $8,237-25.0% | $7,906-21.8% | $6,396-3.4% |
| Admin fee / account holder | $13,374 | $14,976-10.7% | $13,708-2.4% | $12,562+6.5% |