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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 | $211,239+2.6% | $178,528+21.4% | $145,877+48.6% |
| Participation rate | 82.4% | 80.8%+1.6pp | 77.1%+5.3pp | 80.3%+2.1pp |
| Annual return | 12.26% | 30.22%-18.0pp | 27.11%-14.9pp | 551.28%-539.0pp |
| Employer contribution / active EE | $3,299 | $4,570-27.8% | $3,950-16.5% | $4,663-29.3% |
| Participant deferral / active EE | $8,499 | $6,963+22.1% | $6,278+35.4% | $6,691+27.0% |
| Admin fee / account holder | $4,582 | $12,095-62.1% | $10,419-56.0% | $13,402-65.8% |