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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 | $167,826 | $156,398+7.3% | $147,318+13.9% | $138,895+20.8% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 15.34% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,306 | $4,853-73.1% | $4,593-71.6% | $4,194-68.9% |
| Participant deferral / active EE | $3,633 | $8,237-55.9% | $7,906-54.0% | $6,396-43.2% |
| Admin fee / account holder | $8,710 | $14,976-41.8% | $13,708-36.5% | $12,562-30.7% |