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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 | $168,938 | $154,228+9.5% | $145,433+16.2% | $137,256+23.1% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 16.77% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,564 | $4,804-46.6% | $4,554-43.7% | $4,156-38.3% |
| Participant deferral / active EE | $8,114 | $8,216-1.2% | $7,897+2.7% | $6,407+26.6% |
| Admin fee / account holder | $5,456 | $14,344-62.0% | $13,129-58.4% | $12,270-55.5% |