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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 | $175,558 | $148,623+18.1% | $135,974+29.1% | $139,466+25.9% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 18.11% | 79.30%-61.2pp | 68.30%-50.2pp | 373.66%-355.6pp |
| Employer contribution / active EE | $2,370 | $5,246-54.8% | $4,859-51.2% | $4,754-50.1% |
| Participant deferral / active EE | $9,834 | $8,103+21.4% | $7,760+26.7% | $6,712+46.5% |
| Admin fee / account holder | $878 | $12,406-92.9% | $10,767-91.8% | $11,409-92.3% |