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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 | $217,935 | $156,398+39.3% | $147,318+47.9% | $138,895+56.9% |
| Participation rate | 73.7% | 83.8%-10.1pp | 82.1%-8.4pp | 79.9%-6.2pp |
| Annual return | 16.48% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,993 | $4,853-17.7% | $4,593-13.1% | $4,194-4.8% |
| Participant deferral / active EE | $14,642 | $8,237+77.7% | $7,906+85.2% | $6,396+128.9% |
| Admin fee / account holder | $8,148 | $14,976-45.6% | $13,708-40.6% | $12,562-35.1% |