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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 | $176,707 | $114,119+54.8% | $107,187+64.9% | $138,895+27.2% |
| Participation rate | 88.2% | 78.1%+10.2pp | 75.0%+13.2pp | 79.9%+8.3pp |
| Annual return | 17.25% | 273.21%-256.0pp | 204.55%-187.3pp | 145.39%-128.1pp |
| Employer contribution / active EE | $6,234 | $4,059+53.6% | $3,782+64.8% | $4,194+48.6% |
| Participant deferral / active EE | $3,906 | $5,538-29.5% | $5,096-23.3% | $6,396-38.9% |
| Admin fee / account holder | $3,646 | $10,024-63.6% | $9,162-60.2% | $12,562-71.0% |