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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 | $211,038 | $183,627+14.9% | $155,602+35.6% | $145,978+44.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.11% | 61.32%-50.2pp | 64.81%-53.7pp | 550.52%-539.4pp |
| Employer contribution / active EE | $3,388 | $5,316-36.3% | $4,675-27.5% | $4,662-27.3% |
| Participant deferral / active EE | $13,673 | $6,466+111.5% | $5,629+142.9% | $6,690+104.4% |
| Admin fee / account holder | $1,895 | $19,327-90.2% | $15,923-88.1% | $13,400-85.9% |