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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 | $162,136+22.8% | $152,301+30.8% | $154,746+28.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 17.77% | 91.02%-73.3pp | 80.50%-62.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $3,447 | $4,890-29.5% | $4,624-25.5% | $4,379-21.3% |
| Participant deferral / active EE | $14,193 | $8,341+70.2% | $8,004+77.3% | $6,730+110.9% |
| Admin fee / account holder | $1,247 | $15,759-92.1% | $14,398-91.3% | $14,365-91.3% |