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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 | $166,949 | $165,399+0.9% | $149,745+11.5% | $158,982+5.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 19.70% | 348.34%-328.6pp | 276.72%-257.0pp | 302.99%-283.3pp |
| Employer contribution / active EE | $5,324 | $5,105+4.3% | $4,646+14.6% | $4,763+11.8% |
| Participant deferral / active EE | $13,978 | $7,183+94.6% | $6,843+104.3% | $5,983+133.6% |
| Admin fee / account holder | $1,016 | $10,811-90.6% | $9,312-89.1% | $11,252-91.0% |