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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 | $217,170 | $162,136+33.9% | $152,301+42.6% | $154,746+40.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 12.39% | 91.02%-78.6pp | 80.50%-68.1pp | 172.34%-159.9pp |
| Employer contribution / active EE | $4,477 | $4,890-8.5% | $4,624-3.2% | $4,379+2.2% |
| Participant deferral / active EE | $7,953 | $8,341-4.7% | $8,004-0.6% | $6,730+18.2% |
| Admin fee / account holder | $17,164 | $15,759+8.9% | $14,398+19.2% | $14,365+19.5% |