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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 | $154,532 | $162,136-4.7% | $152,301+1.5% | $154,746-0.1% |
| Participation rate | 95.5% | 84.1%+11.3pp | 82.4%+13.0pp | 80.7%+14.8pp |
| Annual return | 14.35% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $7,377 | $4,890+50.9% | $4,624+59.5% | $4,379+68.5% |
| Participant deferral / active EE | $6,888 | $8,341-17.4% | $8,004-13.9% | $6,730+2.3% |
| Admin fee / account holder | $23,348 | $15,759+48.2% | $14,398+62.2% | $14,365+62.5% |