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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 | $194,004 | $181,062+7.1% | $158,223+22.6% | $155,188+25.0% |
| Participation rate | 91.7% | 82.7%+9.0pp | 79.2%+12.5pp | 80.8%+10.9pp |
| Annual return | 8.94% | 57.39%-48.4pp | 52.09%-43.2pp | 148.84%-139.9pp |
| Employer contribution / active EE | $5,276 | $4,565+15.6% | $4,109+28.4% | $4,248+24.2% |
| Participant deferral / active EE | $4,679 | $6,134-23.7% | $5,467-14.4% | $6,531-28.4% |
| Admin fee / account holder | $6,901 | $18,825-63.3% | $16,047-57.0% | $14,480-52.3% |