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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 | $214,303 | $174,379+22.9% | $152,093+40.9% | $138,895+54.3% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 18.73% | 74.86%-56.1pp | 66.36%-47.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $2,385 | $4,652-48.7% | $4,175-42.9% | $4,194-43.1% |
| Participant deferral / active EE | $6,649 | $6,159+8.0% | $5,451+22.0% | $6,396+4.0% |
| Admin fee / account holder | $6,756 | $16,880-60.0% | $14,497-53.4% | $12,562-46.2% |