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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 | $114,563 | $198,457-42.3% | $170,435-32.8% | $147,586-22.4% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 9.68% | 257.30%-247.6pp | 205.94%-196.3pp | 578.59%-568.9pp |
| Employer contribution / active EE | $5,371 | $6,183-13.1% | $5,432-1.1% | $4,876+10.1% |
| Participant deferral / active EE | $7,489 | $5,629+33.0% | $4,939+51.6% | $5,439+37.7% |
| Admin fee / account holder | $15,090 | $16,852-10.5% | $13,881+8.7% | $10,886+38.6% |