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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 | $212,909 | $154,228+38.0% | $145,433+46.4% | $137,256+55.1% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 13.19% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $5,061 | $4,804+5.3% | $4,554+11.1% | $4,156+21.8% |
| Participant deferral / active EE | $7,605 | $8,216-7.4% | $7,897-3.7% | $6,407+18.7% |
| Admin fee / account holder | $94,113 | $14,344+556.1% | $13,129+616.8% | $12,270+667.0% |