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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 | $201,617 | $171,492+17.6% | $150,734+33.8% | $198,609+1.5% |
| Participation rate | 84.6% | 81.4%+3.2pp | 78.4%+6.2pp | 82.4%+2.2pp |
| Annual return | 14.55% | 804.70%-790.2pp | 600.81%-586.3pp | 202.70%-188.2pp |
| Employer contribution / active EE | $3,294 | $5,470-39.8% | $4,918-33.0% | $5,055-34.8% |
| Participant deferral / active EE | $6,496 | $6,259+3.8% | $5,610+15.8% | $6,977-6.9% |
| Admin fee / account holder | $1,654 | $17,628-90.6% | $14,905-88.9% | $19,030-91.3% |