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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 | $177,425 | $178,174-0.4% | $156,181+13.6% | $137,256+29.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 16.37% | 84.19%-67.8pp | 64.87%-48.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,994 | $4,972-19.7% | $4,294-7.0% | $4,156-3.9% |
| Participant deferral / active EE | $9,078 | $6,888+31.8% | $6,132+48.0% | $6,407+41.7% |
| Admin fee / account holder | $9,377 | $17,404-46.1% | $14,586-35.7% | $12,270-23.6% |