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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 | $184,090 | $172,111+7.0% | $150,298+22.5% | $137,256+34.1% |
| Participation rate | 95.0% | 81.7%+13.3pp | 77.8%+17.2pp | 80.0%+15.0pp |
| Annual return | 14.18% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $7,292 | $4,636+57.3% | $4,154+75.5% | $4,156+75.5% |
| Participant deferral / active EE | $5,693 | $6,166-7.7% | $5,453+4.4% | $6,407-11.1% |
| Admin fee / account holder | $39,888 | $16,471+142.2% | $14,116+182.6% | $12,270+225.1% |