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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 | $189,187 | $178,174+6.2% | $156,181+21.1% | $137,256+37.8% |
| Participation rate | 81.0% | 82.0%-1.1pp | 78.8%+2.1pp | 80.0%+1.0pp |
| Annual return | 17.24% | 84.19%-66.9pp | 64.87%-47.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $9,612 | $4,972+93.3% | $4,294+123.9% | $4,156+131.3% |
| Participant deferral / active EE | $7,319 | $6,888+6.3% | $6,132+19.4% | $6,407+14.2% |
| Admin fee / account holder | $6,967 | $17,404-60.0% | $14,586-52.2% | $12,270-43.2% |