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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 | $203,020 | $197,625+2.7% | $177,840+14.2% | $158,966+27.7% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.7%+7.9pp | 82.0%+13.7pp |
| Annual return | 16.58% | 58.76%-42.2pp | 48.32%-31.7pp | 302.95%-286.4pp |
| Employer contribution / active EE | $6,509 | $6,698-2.8% | $5,919+10.0% | $4,762+36.7% |
| Participant deferral / active EE | $12,977 | $8,405+54.4% | $7,714+68.2% | $5,983+116.9% |
| Admin fee / account holder | $18,811 | $15,405+22.1% | $12,431+51.3% | $11,250+67.2% |