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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 | $207,114 | $162,136+27.7% | $152,301+36.0% | $154,746+33.8% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 17.76% | 91.02%-73.3pp | 80.50%-62.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $951 | $4,890-80.6% | $4,624-79.4% | $4,379-78.3% |
| Participant deferral / active EE | $3,804 | $8,341-54.4% | $8,004-52.5% | $6,730-43.5% |
| Admin fee / account holder | $1,091 | $15,759-93.1% | $14,398-92.4% | $14,365-92.4% |