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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 | $189,343 | $184,014+2.9% | $161,149+17.5% | $138,895+36.3% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.8%+6.9pp | 79.9%+5.8pp |
| Annual return | 11.04% | 21.52%-10.5pp | 21.16%-10.1pp | 145.39%-134.4pp |
| Employer contribution / active EE | $16,363 | $5,055+223.7% | $4,360+275.3% | $4,194+290.1% |
| Participant deferral / active EE | $11,764 | $6,909+70.3% | $6,153+91.2% | $6,396+83.9% |
| Admin fee / account holder | $11,570 | $18,027-35.8% | $15,194-23.9% | $12,562-7.9% |