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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 | $194,465 | $172,111+13.0% | $150,298+29.4% | $137,256+41.7% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 15.67% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $4,941 | $4,636+6.6% | $4,154+18.9% | $4,156+18.9% |
| Participant deferral / active EE | $8,305 | $6,166+34.7% | $5,453+52.3% | $6,407+29.6% |
| Admin fee / account holder | $6,195 | $16,471-62.4% | $14,116-56.1% | $12,270-49.5% |