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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 | $188,315 | $172,111+9.4% | $150,298+25.3% | $137,256+37.2% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 12.51% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.8pp |
| Employer contribution / active EE | $9,448 | $4,636+103.8% | $4,154+127.4% | $4,156+127.3% |
| Participant deferral / active EE | $5,946 | $6,166-3.6% | $5,453+9.0% | $6,407-7.2% |
| Admin fee / account holder | $303 | $16,471-98.2% | $14,116-97.9% | $12,270-97.5% |