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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 | $190,257 | $157,304+20.9% | $141,197+34.7% | $152,909+24.4% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.5%+12.5pp |
| Annual return | 16.81% | 64.34%-47.5pp | 71.41%-54.6pp | 345.46%-328.7pp |
| Employer contribution / active EE | $8,606 | $5,263+63.5% | $4,736+81.7% | $4,764+80.6% |
| Participant deferral / active EE | $8,183 | $7,111+15.1% | $6,710+21.9% | $5,851+39.8% |
| Admin fee / account holder | $589 | $12,126-95.1% | $10,265-94.3% | $11,601-94.9% |