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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 | $186,858 | $157,304+18.8% | $141,197+32.3% | $152,909+22.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 19.23% | 64.34%-45.1pp | 71.41%-52.2pp | 345.46%-326.2pp |
| Employer contribution / active EE | $966 | $5,263-81.6% | $4,736-79.6% | $4,764-79.7% |
| Participant deferral / active EE | $10,806 | $7,111+52.0% | $6,710+61.0% | $5,851+84.7% |
| Admin fee / account holder | $1,890 | $12,126-84.4% | $10,265-81.6% | $11,601-83.7% |