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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 | $191,346 | $209,336-8.6% | $197,124-2.9% | $137,256+39.4% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 12.56% | 48.09%-35.5pp | 44.34%-31.8pp | 220.34%-207.8pp |
| Employer contribution / active EE | $7,391 | $6,591+12.1% | $6,227+18.7% | $4,156+77.8% |
| Participant deferral / active EE | $16,047 | $9,614+66.9% | $9,135+75.7% | $6,407+150.5% |
| Admin fee / account holder | $8,400 | $17,308-51.5% | $16,298-48.5% | $12,270-31.5% |