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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 | $190,043 | $172,111+10.4% | $150,298+26.4% | $137,256+38.5% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 13.99% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,224 | $4,636-73.6% | $4,154-70.5% | $4,156-70.5% |
| Participant deferral / active EE | $7,832 | $6,166+27.0% | $5,453+43.6% | $6,407+22.2% |
| Admin fee / account holder | $9,223 | $16,471-44.0% | $14,116-34.7% | $12,270-24.8% |