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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 | $183,516+28.0% | $155,534+51.0% | $145,884+61.0% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 10.53% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $5,035 | $5,315-5.3% | $4,675+7.7% | $4,662+8.0% |
| Participant deferral / active EE | $7,578 | $6,467+17.2% | $5,630+34.6% | $6,690+13.3% |
| Admin fee / account holder | $1,849 | $19,293-90.4% | $15,900-88.4% | $13,392-86.2% |