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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 | $174,571 | $165,381+5.6% | $149,730+16.6% | $158,966+9.8% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 17.25% | 348.29%-331.0pp | 276.70%-259.5pp | 302.95%-285.7pp |
| Employer contribution / active EE | $9,849 | $5,104+93.0% | $4,645+112.0% | $4,762+106.8% |
| Participant deferral / active EE | $10,166 | $7,182+41.5% | $6,843+48.6% | $5,983+69.9% |
| Admin fee / account holder | $1,066 | $10,809-90.1% | $9,310-88.6% | $11,250-90.5% |