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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 | $182,228 | $154,228+18.2% | $145,433+25.3% | $137,256+32.8% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 14.51% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $5,448 | $4,804+13.4% | $4,554+19.6% | $4,156+31.1% |
| Participant deferral / active EE | $6,449 | $8,216-21.5% | $7,897-18.3% | $6,407+0.7% |
| Admin fee / account holder | $1,467 | $14,344-89.8% | $13,129-88.8% | $12,270-88.0% |