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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 | $141,832 | $108,912+30.2% | $100,383+41.3% | $145,959-2.8% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 13.84% | 57.96%-44.1pp | 49.26%-35.4pp | 561.95%-548.1pp |
| Employer contribution / active EE | $3,730 | $4,423-15.7% | $3,944-5.4% | $4,661-20.0% |
| Participant deferral / active EE | $12,454 | $8,451+47.4% | $8,086+54.0% | $6,689+86.2% |
| Admin fee / account holder | $12,149 | $9,690+25.4% | $7,900+53.8% | $13,398-9.3% |