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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 | $128,761 | $135,956-5.3% | $123,894+3.9% | $273,972-53.0% |
| Participation rate | 95.5% | 84.1%+11.4pp | 81.4%+14.0pp | 83.0%+12.4pp |
| Annual return | 9.32% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $9,921 | $5,170+91.9% | $4,617+114.9% | $4,869+103.8% |
| Participant deferral / active EE | $9,336 | $6,343+47.2% | $5,984+56.0% | $5,287+76.6% |
| Admin fee / account holder | $13,236 | $9,817+34.8% | $8,357+58.4% | $10,133+30.6% |