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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 | $213,183 | $148,623+43.4% | $135,974+56.8% | $139,466+52.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.79% | 79.30%-62.5pp | 68.30%-51.5pp | 373.66%-356.9pp |
| Employer contribution / active EE | $4,473 | $5,246-14.7% | $4,859-7.9% | $4,754-5.9% |
| Participant deferral / active EE | $8,326 | $8,103+2.8% | $7,760+7.3% | $6,712+24.1% |
| Admin fee / account holder | $1,295 | $12,406-89.6% | $10,767-88.0% | $11,409-88.6% |