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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 | $204,206 | $185,312+10.2% | $161,489+26.5% | $154,746+32.0% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 15.52% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $2,999 | $4,769-37.1% | $4,268-29.7% | $4,379-31.5% |
| Participant deferral / active EE | $6,387 | $6,350+0.6% | $5,630+13.4% | $6,730-5.1% |
| Admin fee / account holder | $2,217 | $18,654-88.1% | $16,006-86.1% | $14,365-84.6% |