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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 | $223,938 | $162,136+38.1% | $152,301+47.0% | $154,746+44.7% |
| Participation rate | 92.9% | 84.1%+8.8pp | 82.4%+10.4pp | 80.7%+12.2pp |
| Annual return | 14.07% | 91.02%-77.0pp | 80.50%-66.4pp | 172.34%-158.3pp |
| Employer contribution / active EE | $3,057 | $4,890-37.5% | $4,624-33.9% | $4,379-30.2% |
| Participant deferral / active EE | $7,693 | $8,341-7.8% | $8,004-3.9% | $6,730+14.3% |
| Admin fee / account holder | $3,818 | $15,759-75.8% | $14,398-73.5% | $14,365-73.4% |