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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 | $185,312+14.6% | $161,489+31.5% | $154,746+37.2% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 12.05% | 103.84%-91.8pp | 89.72%-77.7pp | 172.34%-160.3pp |
| Employer contribution / active EE | $3,103 | $4,769-34.9% | $4,268-27.3% | $4,379-29.1% |
| Participant deferral / active EE | $7,380 | $6,350+16.2% | $5,630+31.1% | $6,730+9.6% |
| Admin fee / account holder | $37,424 | $18,654+100.6% | $16,006+133.8% | $14,365+160.5% |