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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 | $168,423 | $154,228+9.2% | $145,433+15.8% | $137,256+22.7% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 13.22% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,279 | $4,804-73.4% | $4,554-71.9% | $4,156-69.2% |
| Participant deferral / active EE | $4,152 | $8,216-49.5% | $7,897-47.4% | $6,407-35.2% |
| Admin fee / account holder | $7,523 | $14,344-47.6% | $13,129-42.7% | $12,270-38.7% |