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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 | $171,766 | $156,398+9.8% | $147,318+16.6% | $138,895+23.7% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 28.10% | 78.75%-50.6pp | 70.43%-42.3pp | 145.39%-117.3pp |
| Employer contribution / active EE | $1,357 | $4,853-72.0% | $4,593-70.4% | $4,194-67.6% |
| Participant deferral / active EE | $5,973 | $8,237-27.5% | $7,906-24.5% | $6,396-6.6% |
| Admin fee / account holder | $2,931 | $14,976-80.4% | $13,708-78.6% | $12,562-76.7% |