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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 | $198,764 | $165,399+20.2% | $149,745+32.7% | $158,982+25.0% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 20.81% | 348.34%-327.5pp | 276.72%-255.9pp | 302.99%-282.2pp |
| Employer contribution / active EE | $3,693 | $5,105-27.7% | $4,646-20.5% | $4,763-22.5% |
| Participant deferral / active EE | $7,688 | $7,183+7.0% | $6,843+12.4% | $5,983+28.5% |
| Admin fee / account holder | $10,773 | $10,811-0.3% | $9,312+15.7% | $11,252-4.3% |