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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 | $191,263 | $172,111+11.1% | $150,298+27.3% | $137,256+39.3% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 18.78% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,465 | $4,636-3.7% | $4,154+7.5% | $4,156+7.4% |
| Participant deferral / active EE | $13,098 | $6,166+112.4% | $5,453+140.2% | $6,407+104.4% |
| Admin fee / account holder | $5,185 | $16,471-68.5% | $14,116-63.3% | $12,270-57.7% |