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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 | $206,631 | $162,136+27.4% | $152,301+35.7% | $154,746+33.5% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 17.19% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,282 | $4,890-53.3% | $4,624-50.7% | $4,379-47.9% |
| Participant deferral / active EE | $7,757 | $8,341-7.0% | $8,004-3.1% | $6,730+15.2% |
| Admin fee / account holder | $2,044 | $15,759-87.0% | $14,398-85.8% | $14,365-85.8% |