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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 | $172,111+9.6% | $150,298+25.5% | $137,256+37.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 13.43% | 69.37%-55.9pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $5,176 | $4,636+11.6% | $4,154+24.6% | $4,156+24.5% |
| Participant deferral / active EE | $10,814 | $6,166+75.4% | $5,453+98.3% | $6,407+68.8% |
| Admin fee / account holder | $2,106 | $16,471-87.2% | $14,116-85.1% | $12,270-82.8% |