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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 | $183,030 | $165,381+10.7% | $149,730+22.2% | $158,966+15.1% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 13.25% | 348.29%-335.0pp | 276.70%-263.4pp | 302.95%-289.7pp |
| Employer contribution / active EE | $9,021 | $5,104+76.7% | $4,645+94.2% | $4,762+89.4% |
| Participant deferral / active EE | $12,786 | $7,182+78.0% | $6,843+86.9% | $5,983+113.7% |
| Admin fee / account holder | $6,856 | $10,809-36.6% | $9,310-26.4% | $11,250-39.1% |