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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 | $178,463 | $156,398+14.1% | $147,318+21.1% | $138,895+28.5% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.1%+2.6pp | 79.9%+4.7pp |
| Annual return | 16.45% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-128.9pp |
| Employer contribution / active EE | $5,769 | $4,853+18.9% | $4,593+25.6% | $4,194+37.6% |
| Participant deferral / active EE | $4,935 | $8,237-40.1% | $7,906-37.6% | $6,396-22.9% |
| Admin fee / account holder | $26,100 | $14,976+74.3% | $13,708+90.4% | $12,562+107.8% |