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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 | $186,052 | $172,111+8.1% | $150,298+23.8% | $137,256+35.6% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 16.53% | 69.37%-52.8pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $10,286 | $4,636+121.9% | $4,154+147.6% | $4,156+147.5% |
| Participant deferral / active EE | $11,338 | $6,166+83.9% | $5,453+107.9% | $6,407+77.0% |
| Admin fee / account holder | $2,139 | $16,471-87.0% | $14,116-84.8% | $12,270-82.6% |