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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 | $172,323 | $156,398+10.2% | $147,318+17.0% | $138,895+24.1% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 15.73% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $3,843 | $4,853-20.8% | $4,593-16.3% | $4,194-8.4% |
| Participant deferral / active EE | $10,017 | $8,237+21.6% | $7,906+26.7% | $6,396+56.6% |
| Admin fee / account holder | $4,072 | $14,976-72.8% | $13,708-70.3% | $12,562-67.6% |