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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 | $173,860 | $154,228+12.7% | $145,433+19.5% | $137,256+26.7% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 15.68% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,896 | $4,804-39.7% | $4,554-36.4% | $4,156-30.3% |
| Participant deferral / active EE | $9,965 | $8,216+21.3% | $7,897+26.2% | $6,407+55.5% |
| Admin fee / account holder | $9,259 | $14,344-35.4% | $13,129-29.5% | $12,270-24.5% |