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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 | $186,460 | $227,399-18.0% | $189,758-1.7% | $198,609-6.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 15.41% | 61.03%-45.6pp | 52.62%-37.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $2,969 | $5,526-46.3% | $4,767-37.7% | $5,055-41.3% |
| Participant deferral / active EE | $6,933 | $6,837+1.4% | $5,856+18.4% | $6,977-0.6% |
| Admin fee / account holder | $24,562 | $25,162-2.4% | $20,388+20.5% | $19,030+29.1% |