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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 | $154,228+23.1% | $145,433+30.5% | $137,256+38.3% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 80.0%+5.0pp |
| Annual return | 15.89% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $4,633 | $4,804-3.6% | $4,554+1.7% | $4,156+11.5% |
| Participant deferral / active EE | $10,367 | $8,216+26.2% | $7,897+31.3% | $6,407+61.8% |
| Admin fee / account holder | $13,902 | $14,344-3.1% | $13,129+5.9% | $12,270+13.3% |