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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 | $211,995 | $156,398+35.5% | $147,318+43.9% | $138,895+52.6% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.8pp | 79.9%+1.3pp |
| Annual return | 14.86% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.5pp |
| Employer contribution / active EE | $7,410 | $4,853+52.7% | $4,593+61.3% | $4,194+76.7% |
| Participant deferral / active EE | $6,749 | $8,237-18.1% | $7,906-14.6% | $6,396+5.5% |
| Admin fee / account holder | $25,914 | $14,976+73.0% | $13,708+89.0% | $12,562+106.3% |