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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 | $171,930+6.1% | $151,266+20.5% | $154,746+17.8% |
| Participation rate | 81.8% | 80.5%+1.3pp | 77.0%+4.8pp | 80.7%+1.1pp |
| Annual return | 11.73% | 242.03%-230.3pp | 180.60%-168.9pp | 172.34%-160.6pp |
| Employer contribution / active EE | $5,202 | $4,710+10.4% | $4,237+22.8% | $4,379+18.8% |
| Participant deferral / active EE | $4,171 | $8,191-49.1% | $7,337-43.1% | $6,730-38.0% |
| Admin fee / account holder | $22,037 | $15,803+39.5% | $13,159+67.5% | $14,365+53.4% |