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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 | $176,982 | $172,111+2.8% | $150,298+17.8% | $137,256+28.9% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 14.93% | 69.37%-54.4pp | 62.79%-47.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,581 | $4,636-44.3% | $4,154-37.9% | $4,156-37.9% |
| Participant deferral / active EE | $6,482 | $6,166+5.1% | $5,453+18.9% | $6,407+1.2% |
| Admin fee / account holder | $13,189 | $16,471-19.9% | $14,116-6.6% | $12,270+7.5% |