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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 | $172,003 | $154,228+11.5% | $145,433+18.3% | $137,256+25.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 147.84% | 74.59%+73.3pp | 66.58%+81.3pp | 220.34%-72.5pp |
| Employer contribution / active EE | $6,608 | $4,804+37.6% | $4,554+45.1% | $4,156+59.0% |
| Participant deferral / active EE | $12,899 | $8,216+57.0% | $7,897+63.3% | $6,407+101.3% |
| Admin fee / account holder | $857 | $14,344-94.0% | $13,129-93.5% | $12,270-93.0% |