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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 | $227,510 | $185,312+22.8% | $161,489+40.9% | $154,746+47.0% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 17.34% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $3,688 | $4,769-22.7% | $4,268-13.6% | $4,379-15.8% |
| Participant deferral / active EE | $10,165 | $6,350+60.1% | $5,630+80.6% | $6,730+51.0% |
| Admin fee / account holder | $1,999 | $18,654-89.3% | $16,006-87.5% | $14,365-86.1% |