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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 | $167,134 | $165,399+1.0% | $149,745+11.6% | $158,982+5.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 11.06% | 348.34%-337.3pp | 276.72%-265.7pp | 302.99%-291.9pp |
| Employer contribution / active EE | $6,374 | $5,105+24.9% | $4,646+37.2% | $4,763+33.8% |
| Participant deferral / active EE | $7,856 | $7,183+9.4% | $6,843+14.8% | $5,983+31.3% |
| Admin fee / account holder | $14,720 | $10,811+36.2% | $9,312+58.1% | $11,252+30.8% |