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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 | $209,294 | $181,062+15.6% | $158,223+32.3% | $155,188+34.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 16.16% | 57.39%-41.2pp | 52.09%-35.9pp | 148.84%-132.7pp |
| Employer contribution / active EE | $2,510 | $4,565-45.0% | $4,109-38.9% | $4,248-40.9% |
| Participant deferral / active EE | $7,485 | $6,134+22.0% | $5,467+36.9% | $6,531+14.6% |
| Admin fee / account holder | $1,708 | $18,825-90.9% | $16,047-89.4% | $14,480-88.2% |