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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 | $209,735 | $154,228+36.0% | $145,433+44.2% | $137,256+52.8% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 16.61% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,819 | $4,804-20.5% | $4,554-16.1% | $4,156-8.1% |
| Participant deferral / active EE | $8,578 | $8,216+4.4% | $7,897+8.6% | $6,407+33.9% |
| Admin fee / account holder | $1,398 | $14,344-90.3% | $13,129-89.3% | $12,270-88.6% |