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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 | $212,369 | $197,625+7.5% | $177,840+19.4% | $158,966+33.6% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 16.63% | 58.76%-42.1pp | 48.32%-31.7pp | 302.95%-286.3pp |
| Employer contribution / active EE | $3,646 | $6,698-45.6% | $5,919-38.4% | $4,762-23.4% |
| Participant deferral / active EE | $6,492 | $8,405-22.8% | $7,714-15.8% | $5,983+8.5% |
| Admin fee / account holder | $1,324 | $15,405-91.4% | $12,431-89.3% | $11,250-88.2% |