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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 | $199,585 | $172,111+16.0% | $150,298+32.8% | $137,256+45.4% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 20.73% | 69.37%-48.6pp | 62.79%-42.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $6,506 | $4,636+40.3% | $4,154+56.6% | $4,156+56.5% |
| Participant deferral / active EE | $6,404 | $6,166+3.9% | $5,453+17.5% | $6,4070% |
| Admin fee / account holder | $9,284 | $16,471-43.6% | $14,116-34.2% | $12,270-24.3% |