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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 | $162,136+7.2% | $152,301+14.2% | $154,746+12.4% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 15.68% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,896 | $4,890-40.8% | $4,624-37.4% | $4,379-33.9% |
| Participant deferral / active EE | $9,965 | $8,341+19.5% | $8,004+24.5% | $6,730+48.1% |
| Admin fee / account holder | $9,259 | $15,759-41.2% | $14,398-35.7% | $14,365-35.5% |