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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 | $195,413 | $178,174+9.7% | $156,181+25.1% | $137,256+42.4% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.8%+3.0pp | 80.0%+1.9pp |
| Annual return | 14.80% | 84.19%-69.4pp | 64.87%-50.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,397 | $4,972-31.7% | $4,294-20.9% | $4,156-18.3% |
| Participant deferral / active EE | $6,611 | $6,888-4.0% | $6,132+7.8% | $6,407+3.2% |
| Admin fee / account holder | $26,617 | $17,404+52.9% | $14,586+82.5% | $12,270+116.9% |