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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 | $177,122 | $157,296+12.6% | $141,191+25.4% | $152,897+15.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 28.02% | 64.34%-36.3pp | 71.41%-43.4pp | 345.43%-317.4pp |
| Employer contribution / active EE | $2,503 | $5,262-52.4% | $4,736-47.2% | $4,764-47.5% |
| Participant deferral / active EE | $6,374 | $7,111-10.4% | $6,710-5.0% | $5,851+8.9% |
| Admin fee / account holder | $7,318 | $12,125-39.6% | $10,264-28.7% | $11,599-36.9% |