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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 | $189,530 | $212,386-10.8% | $199,883-5.2% | $138,895+36.5% |
| Participation rate | 91.3% | 87.4%+3.9pp | 86.8%+4.5pp | 79.9%+11.4pp |
| Annual return | 12.82% | 47.75%-34.9pp | 43.81%-31.0pp | 145.39%-132.6pp |
| Employer contribution / active EE | $6,061 | $6,625-8.5% | $6,261-3.2% | $4,194+44.5% |
| Participant deferral / active EE | $8,314 | $9,617-13.6% | $9,138-9.0% | $6,396+30.0% |
| Admin fee / account holder | $15,415 | $18,233-15.5% | $17,268-10.7% | $12,562+22.7% |