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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 | $197,248 | $181,062+8.9% | $158,223+24.7% | $155,188+27.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 21.22% | 57.39%-36.2pp | 52.09%-30.9pp | 148.84%-127.6pp |
| Employer contribution / active EE | $2,770 | $4,565-39.3% | $4,109-32.6% | $4,248-34.8% |
| Participant deferral / active EE | $11,541 | $6,134+88.1% | $5,467+111.1% | $6,531+76.7% |
| Admin fee / account holder | $3,561 | $18,825-81.1% | $16,047-77.8% | $14,480-75.4% |