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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 | $206,784 | $209,336-1.2% | $197,124+4.9% | $137,256+50.7% |
| Participation rate | 95.7% | 87.3%+8.3pp | 86.7%+8.9pp | 80.0%+15.7pp |
| Annual return | 17.73% | 48.09%-30.4pp | 44.34%-26.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $4,512 | $6,591-31.5% | $6,227-27.6% | $4,156+8.6% |
| Participant deferral / active EE | $13,951 | $9,614+45.1% | $9,135+52.7% | $6,407+117.8% |
| Admin fee / account holder | $1,220 | $17,308-93.0% | $16,298-92.5% | $12,270-90.1% |