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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 | $189,857 | $162,136+17.1% | $152,301+24.7% | $154,746+22.7% |
| Participation rate | 85.0% | 84.1%+0.9pp | 82.4%+2.6pp | 80.7%+4.3pp |
| Annual return | 15.89% | 91.02%-75.1pp | 80.50%-64.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $4,633 | $4,890-5.3% | $4,624+0.2% | $4,379+5.8% |
| Participant deferral / active EE | $10,367 | $8,341+24.3% | $8,004+29.5% | $6,730+54.0% |
| Admin fee / account holder | $13,902 | $15,759-11.8% | $14,398-3.4% | $14,365-3.2% |