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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 | $185,575 | $172,111+7.8% | $150,298+23.5% | $137,256+35.2% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 15.11% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,926 | $4,636-58.5% | $4,154-53.6% | $4,156-53.7% |
| Participant deferral / active EE | $6,234 | $6,166+1.1% | $5,453+14.3% | $6,407-2.7% |
| Admin fee / account holder | $22,565 | $16,471+37.0% | $14,116+59.9% | $12,270+83.9% |