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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 | $182,058 | $165,399+10.1% | $149,745+21.6% | $158,982+14.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 17.75% | 348.34%-330.6pp | 276.72%-259.0pp | 302.99%-285.2pp |
| Employer contribution / active EE | $2,155 | $5,105-57.8% | $4,646-53.6% | $4,763-54.7% |
| Participant deferral / active EE | $9,871 | $7,183+37.4% | $6,843+44.2% | $5,983+65.0% |
| Admin fee / account holder | $14,722 | $10,811+36.2% | $9,312+58.1% | $11,252+30.8% |