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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 | $154,228+5.3% | $145,433+11.7% | $137,256+18.3% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 16.75% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,909 | $4,804-18.6% | $4,554-14.2% | $4,156-5.9% |
| Participant deferral / active EE | $12,559 | $8,216+52.9% | $7,897+59.0% | $6,407+96.0% |
| Admin fee / account holder | $18,573 | $14,344+29.5% | $13,129+41.5% | $12,270+51.4% |