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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 | $209,075 | $156,398+33.7% | $147,318+41.9% | $138,895+50.5% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 20.16% | 78.75%-58.6pp | 70.43%-50.3pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,575 | $4,853-67.6% | $4,593-65.7% | $4,194-62.5% |
| Participant deferral / active EE | $6,551 | $8,237-20.5% | $7,906-17.1% | $6,396+2.4% |
| Admin fee / account holder | $7,836 | $14,976-47.7% | $13,708-42.8% | $12,562-37.6% |