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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 | $187,848 | $148,623+26.4% | $135,974+38.2% | $139,466+34.7% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 19.87% | 79.30%-59.4pp | 68.30%-48.4pp | 373.66%-353.8pp |
| Employer contribution / active EE | $5,531 | $5,246+5.4% | $4,859+13.8% | $4,754+16.3% |
| Participant deferral / active EE | $8,739 | $8,103+7.9% | $7,760+12.6% | $6,712+30.2% |
| Admin fee / account holder | $8,866 | $12,406-28.5% | $10,767-17.7% | $11,409-22.3% |