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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 | $148,274 | $185,883-20.2% | $170,043-12.8% | $139,466+6.3% |
| Participation rate | 95.5% | 87.8%+7.7pp | 87.0%+8.5pp | 80.3%+15.1pp |
| Annual return | 26.60% | 60.54%-33.9pp | 53.40%-26.8pp | 373.66%-347.1pp |
| Employer contribution / active EE | $9,444 | $7,596+24.3% | $6,790+39.1% | $4,754+98.7% |
| Participant deferral / active EE | $12,279 | $11,626+5.6% | $10,410+17.9% | $6,712+82.9% |
| Admin fee / account holder | $2,424 | $15,393-84.3% | $12,824-81.1% | $11,409-78.8% |