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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 | $189,486 | $162,136+16.9% | $152,301+24.4% | $154,746+22.4% |
| Participation rate | 95.0% | 84.1%+10.9pp | 82.4%+12.6pp | 80.7%+14.3pp |
| Annual return | 11.82% | 91.02%-79.2pp | 80.50%-68.7pp | 172.34%-160.5pp |
| Employer contribution / active EE | $2,564 | $4,890-47.6% | $4,624-44.5% | $4,379-41.4% |
| Participant deferral / active EE | $8,068 | $8,341-3.3% | $8,004+0.8% | $6,730+19.9% |
| Admin fee / account holder | $1,843 | $15,759-88.3% | $14,398-87.2% | $14,365-87.2% |