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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 | $234,463 | $124,425+88.4% | $112,040+109.3% | $137,256+70.8% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.5%+5.3pp | 80.0%+1.9pp |
| Annual return | 14.15% | 24.72%-10.6pp | 24.52%-10.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,785 | $3,411+10.9% | $2,954+28.1% | $4,156-8.9% |
| Participant deferral / active EE | $8,657 | $5,718+51.4% | $5,098+69.8% | $6,407+35.1% |
| Admin fee / account holder | $15,617 | $15,207+2.7% | $12,098+29.1% | $12,270+27.3% |