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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 | $150,468 | $102,828+46.3% | $105,387+42.8% | $152,909-1.6% |
| Participation rate | 94.1% | 83.8%+10.4pp | 82.6%+11.6pp | 82.5%+11.7pp |
| Annual return | 35.56% | 20.85%+14.7pp | 26.82%+8.7pp | 345.46%-309.9pp |
| Employer contribution / active EE | $5,066 | $4,473+13.3% | $4,213+20.2% | $4,764+6.3% |
| Participant deferral / active EE | $10,687 | $5,465+95.6% | $5,502+94.2% | $5,851+82.6% |
| Admin fee / account holder | $554 | $8,683-93.6% | $6,559-91.5% | $11,601-95.2% |