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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 | $207,125 | $228,352-9.3% | $185,835+11.5% | $158,966+30.3% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.0%+12.0pp | 82.0%+8.0pp |
| Annual return | 25.77% | 40.81%-15.0pp | 35.96%-10.2pp | 302.95%-277.2pp |
| Employer contribution / active EE | $3,790 | $4,967-23.7% | $4,087-7.3% | $4,762-20.4% |
| Participant deferral / active EE | $10,364 | $6,416+61.5% | $5,633+84.0% | $5,983+73.2% |
| Admin fee / account holder | $4,489 | $11,867-62.2% | $9,502-52.8% | $11,250-60.1% |