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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 | $201,916 | $172,111+17.3% | $150,298+34.3% | $137,256+47.1% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 17.89% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,299 | $4,636-28.9% | $4,154-20.6% | $4,156-20.6% |
| Participant deferral / active EE | $4,215 | $6,166-31.6% | $5,453-22.7% | $6,407-34.2% |
| Admin fee / account holder | $9,982 | $16,471-39.4% | $14,116-29.3% | $12,270-18.6% |