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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 | $169,361+5.8% | $129,397+38.5% | $145,877+22.8% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 13.71% | 14395.54%-14381.8pp | 9453.98%-9440.3pp | 551.28%-537.6pp |
| Employer contribution / active EE | $4,224 | $5,542-23.8% | $4,154+1.7% | $4,663-9.4% |
| Participant deferral / active EE | $7,609 | $4,987+52.6% | $4,167+82.6% | $6,691+13.7% |
| Admin fee / account holder | $2,944 | $9,903-70.3% | $7,679-61.7% | $13,402-78.0% |