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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 | $162,136+35.8% | $152,301+44.6% | $154,746+42.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 14.86% | 91.02%-76.2pp | 80.50%-65.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $4,973 | $4,890+1.7% | $4,624+7.5% | $4,379+13.6% |
| Participant deferral / active EE | $22,553 | $8,341+170.4% | $8,004+181.8% | $6,730+235.1% |
| Admin fee / account holder | $24,280 | $15,759+54.1% | $14,398+68.6% | $14,365+69.0% |