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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 | $163,910 | $134,817+21.6% | $123,973+32.2% | $155,188+5.6% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.7%+15.0pp | 80.8%+10.9pp |
| Annual return | 16.01% | 515.49%-499.5pp | 388.13%-372.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $2,868 | $4,425-35.2% | $4,126-30.5% | $4,248-32.5% |
| Participant deferral / active EE | $7,099 | $5,706+24.4% | $5,247+35.3% | $6,531+8.7% |
| Admin fee / account holder | $27,360 | $13,245+106.6% | $11,799+131.9% | $14,480+88.9% |