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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 | $188,053 | $181,062+3.9% | $158,223+18.9% | $155,188+21.2% |
| Participation rate | 93.3% | 82.7%+10.7pp | 79.2%+14.1pp | 80.8%+12.5pp |
| Annual return | 17.81% | 57.39%-39.6pp | 52.09%-34.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $1,230 | $4,565-73.1% | $4,109-70.1% | $4,248-71.0% |
| Participant deferral / active EE | $7,085 | $6,134+15.5% | $5,467+29.6% | $6,531+8.5% |
| Admin fee / account holder | $25,800 | $18,825+37.1% | $16,047+60.8% | $14,480+78.2% |