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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 | $159,819 | $154,228+3.6% | $145,433+9.9% | $137,256+16.4% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 13.60% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,393 | $4,804-29.4% | $4,554-25.5% | $4,156-18.4% |
| Participant deferral / active EE | $6,922 | $8,216-15.8% | $7,897-12.4% | $6,407+8.0% |
| Admin fee / account holder | $33,587 | $14,344+134.2% | $13,129+155.8% | $12,270+173.7% |