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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 | $174,379+17.1% | $152,093+34.3% | $138,895+47.0% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 15.52% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $2,999 | $4,652-35.5% | $4,175-28.2% | $4,194-28.5% |
| Participant deferral / active EE | $6,387 | $6,159+3.7% | $5,451+17.2% | $6,396-0.1% |
| Admin fee / account holder | $2,217 | $16,880-86.9% | $14,497-84.7% | $12,562-82.4% |