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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 | $175,957 | $202,460-13.1% | $169,385+3.9% | $139,456+26.2% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.2%+8.6pp | 80.3%+5.4pp |
| Annual return | 19.57% | 532.07%-512.5pp | 405.82%-386.3pp | 373.45%-353.9pp |
| Employer contribution / active EE | $2,217 | $4,691-52.8% | $4,012-44.7% | $4,753-53.4% |
| Participant deferral / active EE | $6,722 | $6,938-3.1% | $6,221+8.1% | $6,711+0.2% |
| Admin fee / account holder | $3,137 | $10,719-70.7% | $9,011-65.2% | $11,407-72.5% |