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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 | $172,111+18.6% | $150,298+35.9% | $137,256+48.8% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 15.52% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,999 | $4,636-35.3% | $4,154-27.8% | $4,156-27.8% |
| Participant deferral / active EE | $6,387 | $6,166+3.6% | $5,453+17.1% | $6,407-0.3% |
| Admin fee / account holder | $2,217 | $16,471-86.5% | $14,116-84.3% | $12,270-81.9% |