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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 | $179,481 | $154,228+16.4% | $145,433+23.4% | $137,256+30.8% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 80.0%-9.4pp |
| Annual return | 14.99% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,564 | $4,804-46.6% | $4,554-43.7% | $4,156-38.3% |
| Participant deferral / active EE | $3,617 | $8,216-56.0% | $7,897-54.2% | $6,407-43.5% |
| Admin fee / account holder | $973 | $14,344-93.2% | $13,129-92.6% | $12,270-92.1% |