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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 | $216,975 | $154,228+40.7% | $145,433+49.2% | $137,256+58.1% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 13.57% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $4,762 | $4,804-0.9% | $4,554+4.6% | $4,156+14.6% |
| Participant deferral / active EE | $14,019 | $8,216+70.6% | $7,897+77.5% | $6,407+118.8% |
| Admin fee / account holder | $6,022 | $14,344-58.0% | $13,129-54.1% | $12,270-50.9% |