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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 | $220,169 | $156,398+40.8% | $147,318+49.5% | $138,895+58.5% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 14.86% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.5pp |
| Employer contribution / active EE | $4,973 | $4,853+2.5% | $4,593+8.3% | $4,194+18.6% |
| Participant deferral / active EE | $22,553 | $8,237+173.8% | $7,906+185.2% | $6,396+252.6% |
| Admin fee / account holder | $24,280 | $14,976+62.1% | $13,708+77.1% | $12,562+93.3% |