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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 | $204,925 | $178,174+15.0% | $156,181+31.2% | $137,256+49.3% |
| Participation rate | 89.5% | 82.0%+7.4pp | 78.8%+10.6pp | 80.0%+9.5pp |
| Annual return | 13.35% | 84.19%-70.8pp | 64.87%-51.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,581 | $4,972-48.1% | $4,294-39.9% | $4,156-37.9% |
| Participant deferral / active EE | $6,586 | $6,888-4.4% | $6,132+7.4% | $6,407+2.8% |
| Admin fee / account holder | $18,864 | $17,404+8.4% | $14,586+29.3% | $12,270+53.7% |