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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 | $162,136+31.3% | $152,301+39.8% | $154,746+37.6% |
| Participation rate | 95.5% | 84.1%+11.3pp | 82.4%+13.0pp | 80.7%+14.8pp |
| Annual return | 13.19% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $5,061 | $4,890+3.5% | $4,624+9.4% | $4,379+15.6% |
| Participant deferral / active EE | $7,605 | $8,341-8.8% | $8,004-5.0% | $6,730+13.0% |
| Admin fee / account holder | $94,113 | $15,759+497.2% | $14,398+553.7% | $14,365+555.1% |