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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% | $155,574+50.9% | $145,877+61.0% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 10.53% | 61.37%-50.8pp | 64.87%-54.3pp | 551.28%-540.8pp |
| Employer contribution / active EE | $5,035 | $5,317-5.3% | $4,676+7.7% | $4,663+8.0% |
| Participant deferral / active EE | $7,578 | $6,466+17.2% | $5,629+34.6% | $6,691+13.3% |
| Admin fee / account holder | $1,849 | $19,316-90.4% | $15,914-88.4% | $13,402-86.2% |