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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 | $206,312 | $155,555+32.6% | $146,866+40.5% | $155,188+32.9% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.5%+12.2pp | 80.8%+13.9pp |
| Annual return | 18.23% | 115.41%-97.2pp | 102.85%-84.6pp | 148.84%-130.6pp |
| Employer contribution / active EE | $4,267 | $4,647-8.2% | $4,425-3.6% | $4,248+0.5% |
| Participant deferral / active EE | $6,693 | $8,044-16.8% | $7,759-13.7% | $6,531+2.5% |
| Admin fee / account holder | $6,652 | $14,755-54.9% | $13,620-51.2% | $14,480-54.1% |