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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 | $181,351 | $156,398+16.0% | $147,318+23.1% | $138,895+30.6% |
| Participation rate | 95.8% | 83.8%+12.1pp | 82.1%+13.8pp | 79.9%+15.9pp |
| Annual return | 14.19% | 78.75%-64.6pp | 70.43%-56.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $3,452 | $4,853-28.9% | $4,593-24.8% | $4,194-17.7% |
| Participant deferral / active EE | $9,592 | $8,237+16.4% | $7,906+21.3% | $6,396+50.0% |
| Admin fee / account holder | $10,203 | $14,976-31.9% | $13,708-25.6% | $12,562-18.8% |