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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 | $183,413 | $154,228+18.9% | $145,433+26.1% | $137,256+33.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 15.56% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,255 | $4,804+9.4% | $4,554+15.4% | $4,156+26.5% |
| Participant deferral / active EE | $11,560 | $8,216+40.7% | $7,897+46.4% | $6,407+80.4% |
| Admin fee / account holder | $16,944 | $14,344+18.1% | $13,129+29.1% | $12,270+38.1% |