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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 | $142,662 | $148,629-4.0% | $135,982+4.9% | $139,487+2.3% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 29.24% | 79.33%-50.1pp | 68.32%-39.1pp | 373.84%-344.6pp |
| Employer contribution / active EE | $5,719 | $5,247+9.0% | $4,859+17.7% | $4,755+20.3% |
| Participant deferral / active EE | $11,314 | $8,102+39.6% | $7,760+45.8% | $6,713+68.5% |
| Admin fee / account holder | $14,377 | $12,406+15.9% | $10,767+33.5% | $11,407+26.0% |