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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 | $184,642 | $185,312-0.4% | $161,489+14.3% | $154,746+19.3% |
| Participation rate | 93.3% | 82.5%+10.9pp | 78.7%+14.6pp | 80.7%+12.6pp |
| Annual return | 17.14% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $11,912 | $4,769+149.8% | $4,268+179.1% | $4,379+172.0% |
| Participant deferral / active EE | $8,114 | $6,350+27.8% | $5,630+44.1% | $6,730+20.6% |
| Admin fee / account holder | $13,267 | $18,654-28.9% | $16,006-17.1% | $14,365-7.6% |