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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 | $153,161 | $114,119+34.2% | $107,187+42.9% | $138,895+10.3% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 16.20% | 273.21%-257.0pp | 204.55%-188.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $3,780 | $4,059-6.9% | $3,782-0.1% | $4,194-9.9% |
| Participant deferral / active EE | $6,958 | $5,538+25.6% | $5,096+36.5% | $6,396+8.8% |
| Admin fee / account holder | $6,515 | $10,024-35.0% | $9,162-28.9% | $12,562-48.1% |