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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 | $191,899 | $185,312+3.6% | $161,489+18.8% | $154,746+24.0% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.7%+15.7pp | 80.7%+13.7pp |
| Annual return | 15.42% | 103.84%-88.4pp | 89.72%-74.3pp | 172.34%-156.9pp |
| Employer contribution / active EE | $6,307 | $4,769+32.2% | $4,268+47.8% | $4,379+44.0% |
| Participant deferral / active EE | $11,802 | $6,350+85.9% | $5,630+109.6% | $6,730+75.4% |
| Admin fee / account holder | $8,278 | $18,654-55.6% | $16,006-48.3% | $14,365-42.4% |