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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 | $182,339 | $165,584+10.1% | $142,942+27.6% | $137,256+32.8% |
| Participation rate | 81.8% | 80.1%+1.7pp | 76.8%+5.0pp | 80.0%+1.9pp |
| Annual return | 11.73% | 164.22%-152.5pp | 113.70%-102.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $5,202 | $4,725+10.1% | $4,139+25.7% | $4,156+25.2% |
| Participant deferral / active EE | $4,171 | $8,194-49.1% | $7,128-41.5% | $6,407-34.9% |
| Admin fee / account holder | $22,037 | $16,167+36.3% | $12,475+76.6% | $12,270+79.6% |