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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 | $188,591 | $185,312+1.8% | $161,489+16.8% | $154,746+21.9% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 13.43% | 103.84%-90.4pp | 89.72%-76.3pp | 172.34%-158.9pp |
| Employer contribution / active EE | $5,176 | $4,769+8.5% | $4,268+21.3% | $4,379+18.2% |
| Participant deferral / active EE | $10,814 | $6,350+70.3% | $5,630+92.1% | $6,730+60.7% |
| Admin fee / account holder | $2,106 | $18,654-88.7% | $16,006-86.8% | $14,365-85.3% |