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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 | $186,018 | $148,629+25.2% | $135,982+36.8% | $139,487+33.4% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 13.32% | 79.33%-66.0pp | 68.32%-55.0pp | 373.84%-360.5pp |
| Employer contribution / active EE | $7,157 | $5,247+36.4% | $4,859+47.3% | $4,755+50.5% |
| Participant deferral / active EE | $9,605 | $8,102+18.5% | $7,760+23.8% | $6,713+43.1% |
| Admin fee / account holder | $1,079 | $12,406-91.3% | $10,767-90.0% | $11,407-90.5% |