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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 | $157,270+14.7% | $141,173+27.7% | $152,870+18.0% |
| Participation rate | 86.4% | 84.8%+1.5pp | 82.5%+3.9pp | 82.4%+3.9pp |
| Annual return | 23.43% | 64.33%-40.9pp | 71.40%-48.0pp | 345.34%-321.9pp |
| Employer contribution / active EE | $6,423 | $5,261+22.1% | $4,735+35.6% | $4,763+34.9% |
| Participant deferral / active EE | $9,021 | $7,110+26.9% | $6,710+34.5% | $5,850+54.2% |
| Admin fee / account holder | $11,656 | $12,121-3.8% | $10,262+13.6% | $11,597+0.5% |