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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 | $179,157 | $169,356+5.8% | $129,406+38.4% | $145,897+22.8% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 13.71% | 14418.62%-14404.9pp | 9468.18%-9454.5pp | 552.29%-538.6pp |
| Employer contribution / active EE | $4,224 | $5,542-23.8% | $4,155+1.7% | $4,663-9.4% |
| Participant deferral / active EE | $7,609 | $4,987+52.6% | $4,167+82.6% | $6,689+13.7% |
| Admin fee / account holder | $2,944 | $9,915-70.3% | $7,689-61.7% | $13,390-78.0% |