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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 | $180,329 | $157,304+14.6% | $141,197+27.7% | $152,909+17.9% |
| Participation rate | 86.4% | 84.8%+1.5pp | 82.5%+3.9pp | 82.5%+3.9pp |
| Annual return | 23.43% | 64.34%-40.9pp | 71.41%-48.0pp | 345.46%-322.0pp |
| Employer contribution / active EE | $6,423 | $5,263+22.1% | $4,736+35.6% | $4,764+34.8% |
| Participant deferral / active EE | $9,021 | $7,111+26.9% | $6,710+34.4% | $5,851+54.2% |
| Admin fee / account holder | $11,656 | $12,126-3.9% | $10,265+13.6% | $11,601+0.5% |