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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 | $157,573 | $154,228+2.2% | $145,433+8.3% | $137,256+14.8% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 13.39% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,677 | $4,804-44.3% | $4,554-41.2% | $4,156-35.6% |
| Participant deferral / active EE | $10,093 | $8,216+22.8% | $7,897+27.8% | $6,407+57.5% |
| Admin fee / account holder | $13,680 | $14,344-4.6% | $13,129+4.2% | $12,270+11.5% |