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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 | $234,811 | $183,592+27.9% | $155,567+50.9% | $145,959+60.9% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 10.53% | 61.24%-50.7pp | 64.74%-54.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $5,035 | $5,315-5.3% | $4,674+7.7% | $4,661+8.0% |
| Participant deferral / active EE | $7,578 | $6,464+17.2% | $5,628+34.7% | $6,689+13.3% |
| Admin fee / account holder | $1,849 | $19,318-90.4% | $15,916-88.4% | $13,398-86.2% |