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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 | $174,379+19.1% | $152,093+36.6% | $138,895+49.5% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 17.19% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $3,160 | $4,652-32.1% | $4,175-24.3% | $4,194-24.6% |
| Participant deferral / active EE | $5,859 | $6,159-4.9% | $5,451+7.5% | $6,396-8.4% |
| Admin fee / account holder | $2,210 | $16,880-86.9% | $14,497-84.8% | $12,562-82.4% |