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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 | $223,938 | $154,228+45.2% | $145,433+54.0% | $137,256+63.2% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 14.07% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,057 | $4,804-36.4% | $4,554-32.9% | $4,156-26.4% |
| Participant deferral / active EE | $7,693 | $8,216-6.4% | $7,897-2.6% | $6,407+20.1% |
| Admin fee / account holder | $3,818 | $14,344-73.4% | $13,129-70.9% | $12,270-68.9% |