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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 | $162,409 | $162,136+0.2% | $152,301+6.6% | $154,746+5.0% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 16.75% | 91.02%-74.3pp | 80.50%-63.7pp | 172.34%-155.6pp |
| Employer contribution / active EE | $3,909 | $4,890-20.1% | $4,624-15.5% | $4,379-10.7% |
| Participant deferral / active EE | $12,559 | $8,341+50.6% | $8,004+56.9% | $6,730+86.6% |
| Admin fee / account holder | $18,573 | $15,759+17.9% | $14,398+29.0% | $14,365+29.3% |