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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 | $210,915 | $178,174+18.4% | $156,181+35.0% | $137,256+53.7% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 16.20% | 84.19%-68.0pp | 64.87%-48.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,783 | $4,972-44.0% | $4,294-35.2% | $4,156-33.0% |
| Participant deferral / active EE | $6,565 | $6,888-4.7% | $6,132+7.1% | $6,407+2.5% |
| Admin fee / account holder | $2,551 | $17,404-85.3% | $14,586-82.5% | $12,270-79.2% |