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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 | $198,764 | $165,361+20.2% | $149,715+32.8% | $158,950+25.0% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 20.81% | 348.24%-327.4pp | 276.66%-255.8pp | 302.91%-282.1pp |
| Employer contribution / active EE | $3,693 | $5,103-27.6% | $4,645-20.5% | $4,762-22.5% |
| Participant deferral / active EE | $7,688 | $7,182+7.1% | $6,842+12.4% | $5,983+28.5% |
| Admin fee / account holder | $10,773 | $10,808-0.3% | $9,310+15.7% | $11,248-4.2% |