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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 | $172,393 | $168,635+2.2% | $147,617+16.8% | $125,389+37.5% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | 10.04% | 77.65%-67.6pp | 61.98%-51.9pp | 282.24%-272.2pp |
| Employer contribution / active EE | $6,956 | $6,252+11.2% | $5,564+25.0% | $4,866+42.9% |
| Participant deferral / active EE | $5,776 | $5,507+4.9% | $4,895+18.0% | $5,352+7.9% |
| Admin fee / account holder | $64,665 | $13,580+376.2% | $11,612+456.9% | $9,541+577.8% |