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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 | $188,544 | $165,381+14.0% | $149,730+25.9% | $158,966+18.6% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 19.10% | 348.29%-329.2pp | 276.70%-257.6pp | 302.95%-283.8pp |
| Employer contribution / active EE | $1,790 | $5,104-64.9% | $4,645-61.5% | $4,762-62.4% |
| Participant deferral / active EE | $5,691 | $7,182-20.8% | $6,843-16.8% | $5,983-4.9% |
| Admin fee / account holder | $3,046 | $10,809-71.8% | $9,310-67.3% | $11,250-72.9% |