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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 | $212,324 | $172,111+23.4% | $150,298+41.3% | $137,256+54.7% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 12.05% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,103 | $4,636-33.1% | $4,154-25.3% | $4,156-25.3% |
| Participant deferral / active EE | $7,380 | $6,166+19.7% | $5,453+35.3% | $6,407+15.2% |
| Admin fee / account holder | $37,424 | $16,471+127.2% | $14,116+165.1% | $12,270+205.0% |