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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 | $216,802 | $211,288+2.6% | $178,540+21.4% | $145,884+48.6% |
| Participation rate | 82.4% | 80.8%+1.5pp | 77.1%+5.2pp | 80.3%+2.1pp |
| Annual return | 12.26% | 30.27%-18.0pp | 27.15%-14.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $3,299 | $4,574-27.9% | $3,953-16.6% | $4,662-29.3% |
| Participant deferral / active EE | $8,499 | $6,967+22.0% | $6,281+35.3% | $6,690+27.1% |
| Admin fee / account holder | $4,582 | $12,105-62.2% | $10,424-56.0% | $13,392-65.8% |