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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 | $198,128 | $172,111+15.1% | $150,298+31.8% | $137,256+44.3% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 16.16% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $4,772 | $4,636+2.9% | $4,154+14.9% | $4,156+14.8% |
| Participant deferral / active EE | $13,860 | $6,166+124.8% | $5,453+154.2% | $6,407+116.3% |
| Admin fee / account holder | $17,730 | $16,471+7.6% | $14,116+25.6% | $12,270+44.5% |