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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 | $200,377 | $178,174+12.5% | $156,181+28.3% | $137,256+46.0% |
| Participation rate | 91.7% | 82.0%+9.6pp | 78.8%+12.8pp | 80.0%+11.7pp |
| Annual return | 16.21% | 84.19%-68.0pp | 64.87%-48.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,739 | $4,972-65.0% | $4,294-59.5% | $4,156-58.2% |
| Participant deferral / active EE | $15,807 | $6,888+129.5% | $6,132+157.8% | $6,407+146.7% |
| Admin fee / account holder | $34,469 | $17,404+98.1% | $14,586+136.3% | $12,270+180.9% |