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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 | $155,555+41.5% | $146,866+49.9% | $155,188+41.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 14.86% | 115.41%-100.6pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $4,973 | $4,647+7.0% | $4,425+12.4% | $4,248+17.1% |
| Participant deferral / active EE | $22,553 | $8,044+180.4% | $7,759+190.7% | $6,531+245.3% |
| Admin fee / account holder | $24,280 | $14,755+64.6% | $13,620+78.3% | $14,480+67.7% |