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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 | $235,233 | $156,398+50.4% | $147,318+59.7% | $138,895+69.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 15.38% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $4,478 | $4,853-7.7% | $4,593-2.5% | $4,194+6.8% |
| Participant deferral / active EE | $4,469 | $8,237-45.8% | $7,906-43.5% | $6,396-30.1% |
| Admin fee / account holder | $4,228 | $14,976-71.8% | $13,708-69.2% | $12,562-66.3% |