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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 | $190,100 | $165,361+15.0% | $149,715+27.0% | $158,950+19.6% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 11.44% | 348.24%-336.8pp | 276.66%-265.2pp | 302.91%-291.5pp |
| Employer contribution / active EE | $2,159 | $5,103-57.7% | $4,645-53.5% | $4,762-54.7% |
| Participant deferral / active EE | $11,425 | $7,182+59.1% | $6,842+67.0% | $5,983+91.0% |
| Admin fee / account holder | $10,129 | $10,808-6.3% | $9,310+8.8% | $11,248-10.0% |