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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 | $191,899 | $172,111+11.5% | $150,298+27.7% | $137,256+39.8% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 15.42% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $6,307 | $4,636+36.0% | $4,154+51.8% | $4,156+51.7% |
| Participant deferral / active EE | $11,802 | $6,166+91.4% | $5,453+116.4% | $6,407+84.2% |
| Admin fee / account holder | $8,278 | $16,471-49.7% | $14,116-41.4% | $12,270-32.5% |