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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 | $185,312+3.2% | $161,489+18.4% | $154,746+23.6% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 18.78% | 103.84%-85.1pp | 89.72%-70.9pp | 172.34%-153.6pp |
| Employer contribution / active EE | $4,465 | $4,769-6.4% | $4,268+4.6% | $4,379+2.0% |
| Participant deferral / active EE | $13,098 | $6,350+106.3% | $5,630+132.7% | $6,730+94.6% |
| Admin fee / account holder | $5,185 | $18,654-72.2% | $16,006-67.6% | $14,365-63.9% |