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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 | $186,101 | $156,398+19.0% | $147,318+26.3% | $138,895+34.0% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 14.93% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $5,424 | $4,853+11.8% | $4,593+18.1% | $4,194+29.3% |
| Participant deferral / active EE | $13,142 | $8,237+59.5% | $7,906+66.2% | $6,396+105.5% |
| Admin fee / account holder | $8,125 | $14,976-45.7% | $13,708-40.7% | $12,562-35.3% |