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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 | $213,286 | $172,111+23.9% | $150,298+41.9% | $137,256+55.4% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 19.28% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,139 | $4,636-53.9% | $4,154-48.5% | $4,156-48.5% |
| Participant deferral / active EE | $6,507 | $6,166+5.5% | $5,453+19.3% | $6,407+1.6% |
| Admin fee / account holder | $1,510 | $16,471-90.8% | $14,116-89.3% | $12,270-87.7% |