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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 | $187,286 | $202,440-7.5% | $169,390+10.6% | $139,466+34.3% |
| Participation rate | 86.4% | 81.1%+5.3pp | 77.2%+9.2pp | 80.3%+6.0pp |
| Annual return | 15.42% | 532.36%-516.9pp | 406.07%-390.6pp | 373.66%-358.2pp |
| Employer contribution / active EE | $3,157 | $4,693-32.7% | $4,013-21.3% | $4,754-33.6% |
| Participant deferral / active EE | $10,762 | $6,940+55.1% | $6,222+72.9% | $6,712+60.3% |
| Admin fee / account holder | $14,086 | $10,722+31.4% | $9,015+56.2% | $11,409+23.5% |