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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 | $199,153 | $154,228+29.1% | $145,433+36.9% | $137,256+45.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 17.77% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,447 | $4,804-28.2% | $4,554-24.3% | $4,156-17.1% |
| Participant deferral / active EE | $14,193 | $8,216+72.7% | $7,897+79.7% | $6,407+121.5% |
| Admin fee / account holder | $1,247 | $14,344-91.3% | $13,129-90.5% | $12,270-89.8% |