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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 | $196,532 | $154,228+27.4% | $145,433+35.1% | $137,256+43.2% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 18.19% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,607 | $4,804-24.9% | $4,554-20.8% | $4,156-13.2% |
| Participant deferral / active EE | $10,735 | $8,216+30.7% | $7,897+35.9% | $6,407+67.6% |
| Admin fee / account holder | $3,395 | $14,344-76.3% | $13,129-74.1% | $12,270-72.3% |