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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 | $174,379+5.9% | $152,093+21.4% | $138,895+32.9% |
| Participation rate | 93.3% | 81.6%+11.7pp | 77.8%+15.6pp | 79.9%+13.4pp |
| Annual return | 17.14% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $11,912 | $4,652+156.1% | $4,175+185.3% | $4,194+184.0% |
| Participant deferral / active EE | $8,114 | $6,159+31.7% | $5,451+48.8% | $6,396+26.9% |
| Admin fee / account holder | $13,267 | $16,880-21.4% | $14,497-8.5% | $12,562+5.6% |