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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 | $206,631 | $154,228+34.0% | $145,433+42.1% | $137,256+50.5% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 17.19% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,282 | $4,804-52.5% | $4,554-49.9% | $4,156-45.1% |
| Participant deferral / active EE | $7,757 | $8,216-5.6% | $7,897-1.8% | $6,407+21.1% |
| Admin fee / account holder | $2,044 | $14,344-85.8% | $13,129-84.4% | $12,270-83.3% |