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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 | $196,945 | $202,463-2.7% | $169,397+16.3% | $139,487+41.2% |
| Participation rate | 94.4% | 81.1%+13.3pp | 77.2%+17.3pp | 80.3%+14.1pp |
| Annual return | 15.34% | 532.64%-517.3pp | 406.23%-390.9pp | 373.84%-358.5pp |
| Employer contribution / active EE | $3,925 | $4,694-16.4% | $4,013-2.2% | $4,755-17.4% |
| Participant deferral / active EE | $9,433 | $6,941+35.9% | $6,223+51.6% | $6,713+40.5% |
| Admin fee / account holder | $829 | $10,726-92.3% | $9,017-90.8% | $11,407-92.7% |