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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 | $185,312+2.6% | $161,489+17.7% | $154,746+22.8% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 13.99% | 103.84%-89.9pp | 89.72%-75.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,224 | $4,769-74.3% | $4,268-71.3% | $4,379-72.0% |
| Participant deferral / active EE | $7,832 | $6,350+23.3% | $5,630+39.1% | $6,730+16.4% |
| Admin fee / account holder | $9,223 | $18,654-50.6% | $16,006-42.4% | $14,365-35.8% |