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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 | $193,306 | $154,228+25.3% | $145,433+32.9% | $137,256+40.8% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.8pp | 80.0%+7.0pp |
| Annual return | 17.83% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,094 | $4,804-35.6% | $4,554-32.1% | $4,156-25.6% |
| Participant deferral / active EE | $8,956 | $8,216+9.0% | $7,897+13.4% | $6,407+39.8% |
| Admin fee / account holder | $6,088 | $14,344-57.6% | $13,129-53.6% | $12,270-50.4% |