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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 | $232,454 | $185,312+25.4% | $161,489+43.9% | $154,746+50.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 16.32% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $13,725 | $4,769+187.8% | $4,268+221.6% | $4,379+213.4% |
| Participant deferral / active EE | $11,077 | $6,350+74.4% | $5,630+96.7% | $6,730+64.6% |
| Admin fee / account holder | $1,864 | $18,654-90.0% | $16,006-88.4% | $14,365-87.0% |