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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 | $184,642 | $172,111+7.3% | $150,298+22.9% | $137,256+34.5% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 17.14% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $11,912 | $4,636+156.9% | $4,154+186.7% | $4,156+186.6% |
| Participant deferral / active EE | $8,114 | $6,166+31.6% | $5,453+48.8% | $6,407+26.6% |
| Admin fee / account holder | $13,267 | $16,471-19.5% | $14,116-6.0% | $12,270+8.1% |