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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 | $173,719 | $134,817+28.9% | $123,973+40.1% | $155,188+11.9% |
| Participation rate | 92.9% | 79.4%+13.5pp | 76.7%+16.2pp | 80.8%+12.1pp |
| Annual return | 18.37% | 515.49%-497.1pp | 388.13%-369.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $3,435 | $4,425-22.4% | $4,126-16.7% | $4,248-19.1% |
| Participant deferral / active EE | $7,658 | $5,706+34.2% | $5,247+45.9% | $6,531+17.2% |
| Admin fee / account holder | $308 | $13,245-97.7% | $11,799-97.4% | $14,480-97.9% |