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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 | $162,136+13.1% | $152,301+20.4% | $154,746+18.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 15.56% | 91.02%-75.5pp | 80.50%-64.9pp | 172.34%-156.8pp |
| Employer contribution / active EE | $5,255 | $4,890+7.5% | $4,624+13.6% | $4,379+20.0% |
| Participant deferral / active EE | $11,560 | $8,341+38.6% | $8,004+44.4% | $6,730+71.8% |
| Admin fee / account holder | $16,944 | $15,759+7.5% | $14,398+17.7% | $14,365+18.0% |