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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 | $126,416 | $162,136-22.0% | $152,301-17.0% | $154,746-18.3% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 15.98% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.4pp |
| Employer contribution / active EE | $5,066 | $4,890+3.6% | $4,624+9.5% | $4,379+15.7% |
| Participant deferral / active EE | $11,002 | $8,341+31.9% | $8,004+37.5% | $6,730+63.5% |
| Admin fee / account holder | $12,628 | $15,759-19.9% | $14,398-12.3% | $14,365-12.1% |