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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 | $180,556 | $154,228+17.1% | $145,433+24.2% | $137,256+31.5% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.9pp | 80.0%+1.3pp |
| Annual return | 13.71% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $10,017 | $4,804+108.5% | $4,554+119.9% | $4,156+141.0% |
| Participant deferral / active EE | $11,665 | $8,216+42.0% | $7,897+47.7% | $6,407+82.1% |
| Admin fee / account holder | $69,810 | $14,344+386.7% | $13,129+431.7% | $12,270+468.9% |