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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 | $199,516 | $147,556+35.2% | $129,031+54.6% | $198,609+0.5% |
| Participation rate | 77.8% | 77.2%+0.5pp | 73.4%+4.4pp | 82.4%-4.6pp |
| Annual return | 21.63% | 37.41%-15.8pp | 34.67%-13.0pp | 202.70%-181.1pp |
| Employer contribution / active EE | $9,008 | $3,645+147.1% | $3,226+179.2% | $5,055+78.2% |
| Participant deferral / active EE | $14,029 | $5,760+143.6% | $5,217+168.9% | $6,977+101.1% |
| Admin fee / account holder | $15,001 | $15,467-3.0% | $13,208+13.6% | $19,030-21.2% |