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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 | $191,140 | $154,228+23.9% | $145,433+31.4% | $137,256+39.3% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 13.54% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $4,135 | $4,804-13.9% | $4,554-9.2% | $4,156-0.5% |
| Participant deferral / active EE | $2,471 | $8,216-69.9% | $7,897-68.7% | $6,407-61.4% |
| Admin fee / account holder | $38,193 | $14,344+166.3% | $13,129+190.9% | $12,270+211.3% |