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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 | $185,312+0.6% | $161,489+15.5% | $154,746+20.5% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 15.41% | 103.84%-88.4pp | 89.72%-74.3pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,969 | $4,769-37.7% | $4,268-30.4% | $4,379-32.2% |
| Participant deferral / active EE | $6,933 | $6,350+9.2% | $5,630+23.1% | $6,730+3.0% |
| Admin fee / account holder | $24,562 | $18,654+31.7% | $16,006+53.5% | $14,365+71.0% |