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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 | $188,315 | $185,312+1.6% | $161,489+16.6% | $154,746+21.7% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.7%+14.6pp | 80.7%+12.6pp |
| Annual return | 12.51% | 103.84%-91.3pp | 89.72%-77.2pp | 172.34%-159.8pp |
| Employer contribution / active EE | $9,448 | $4,769+98.1% | $4,268+121.4% | $4,379+115.8% |
| Participant deferral / active EE | $5,946 | $6,350-6.4% | $5,630+5.6% | $6,730-11.7% |
| Admin fee / account holder | $303 | $18,654-98.4% | $16,006-98.1% | $14,365-97.9% |