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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 | $156,398+3.8% | $147,318+10.2% | $138,895+16.9% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 16.75% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.6pp |
| Employer contribution / active EE | $3,909 | $4,853-19.5% | $4,593-14.9% | $4,194-6.8% |
| Participant deferral / active EE | $12,559 | $8,237+52.5% | $7,906+58.8% | $6,396+96.3% |
| Admin fee / account holder | $18,573 | $14,976+24.0% | $13,708+35.5% | $12,562+47.8% |