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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 | $212,386-9.9% | $199,883-4.3% | $138,895+37.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 12.56% | 47.75%-35.2pp | 43.81%-31.3pp | 145.39%-132.8pp |
| Employer contribution / active EE | $7,391 | $6,625+11.6% | $6,261+18.0% | $4,194+76.2% |
| Participant deferral / active EE | $16,047 | $9,617+66.9% | $9,138+75.6% | $6,396+150.9% |
| Admin fee / account holder | $8,400 | $18,233-53.9% | $17,268-51.4% | $12,562-33.1% |