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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 | $207,688 | $172,111+20.7% | $150,298+38.2% | $137,256+51.3% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 17.19% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,160 | $4,636-31.8% | $4,154-23.9% | $4,156-24.0% |
| Participant deferral / active EE | $5,859 | $6,166-5.0% | $5,453+7.4% | $6,407-8.6% |
| Admin fee / account holder | $2,210 | $16,471-86.6% | $14,116-84.3% | $12,270-82.0% |