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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 | $193,306 | $156,398+23.6% | $147,318+31.2% | $138,895+39.2% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.9pp | 79.9%+7.0pp |
| Annual return | 17.83% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $3,094 | $4,853-36.3% | $4,593-32.6% | $4,194-26.2% |
| Participant deferral / active EE | $8,956 | $8,237+8.7% | $7,906+13.3% | $6,396+40.0% |
| Admin fee / account holder | $6,088 | $14,976-59.3% | $13,708-55.6% | $12,562-51.5% |