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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 | $174,932 | $157,296+11.2% | $141,191+23.9% | $152,897+14.4% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.5%+12.5pp |
| Annual return | 30.29% | 64.34%-34.0pp | 71.41%-41.1pp | 345.43%-315.1pp |
| Employer contribution / active EE | $7,622 | $5,262+44.8% | $4,736+60.9% | $4,764+60.0% |
| Participant deferral / active EE | $10,327 | $7,111+45.2% | $6,710+53.9% | $5,851+76.5% |
| Admin fee / account holder | $15,786 | $12,125+30.2% | $10,264+53.8% | $11,599+36.1% |