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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 | $194,525 | $157,304+23.7% | $141,197+37.8% | $152,909+27.2% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 17.54% | 64.34%-46.8pp | 71.41%-53.9pp | 345.46%-327.9pp |
| Employer contribution / active EE | $3,776 | $5,263-28.2% | $4,736-20.3% | $4,764-20.7% |
| Participant deferral / active EE | $4,096 | $7,111-42.4% | $6,710-39.0% | $5,851-30.0% |
| Admin fee / account holder | $14,074 | $12,126+16.1% | $10,265+37.1% | $11,601+21.3% |