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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 | $182,741 | $154,228+18.5% | $145,433+25.7% | $137,256+33.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 14.93% | 74.59%-59.7pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $6,603 | $4,804+37.5% | $4,554+45.0% | $4,156+58.9% |
| Participant deferral / active EE | $9,275 | $8,216+12.9% | $7,897+17.4% | $6,407+44.8% |
| Admin fee / account holder | $2,822 | $14,344-80.3% | $13,129-78.5% | $12,270-77.0% |