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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 | $156,624 | $111,535+40.4% | $105,223+48.8% | $137,256+14.1% |
| Participation rate | 95.7% | 78.1%+17.6pp | 75.0%+20.6pp | 80.0%+15.7pp |
| Annual return | 13.57% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $4,236 | $3,939+7.5% | $3,689+14.8% | $4,156+1.9% |
| Participant deferral / active EE | $7,201 | $5,500+30.9% | $5,072+42.0% | $6,407+12.4% |
| Admin fee / account holder | $862 | $9,721-91.1% | $8,859-90.3% | $12,270-93.0% |