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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 | $227,399-10.2% | $189,758+7.6% | $198,609+2.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 15.52% | 61.03%-45.5pp | 52.62%-37.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $2,999 | $5,526-45.7% | $4,767-37.1% | $5,055-40.7% |
| Participant deferral / active EE | $6,387 | $6,837-6.6% | $5,856+9.1% | $6,977-8.5% |
| Admin fee / account holder | $2,217 | $25,162-91.2% | $20,388-89.1% | $19,030-88.4% |