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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 | $164,945 | $154,228+6.9% | $145,433+13.4% | $137,256+20.2% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 16.12% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,194 | $4,804-33.5% | $4,554-29.9% | $4,156-23.1% |
| Participant deferral / active EE | $10,401 | $8,216+26.6% | $7,897+31.7% | $6,407+62.3% |
| Admin fee / account holder | $4,775 | $14,344-66.7% | $13,129-63.6% | $12,270-61.1% |