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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 | $155,555+10.6% | $146,866+17.1% | $155,188+10.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 147.84% | 115.41%+32.4pp | 102.85%+45.0pp | 148.84%-1.0pp |
| Employer contribution / active EE | $6,608 | $4,647+42.2% | $4,425+49.3% | $4,248+55.6% |
| Participant deferral / active EE | $12,899 | $8,044+60.4% | $7,759+66.2% | $6,531+97.5% |
| Admin fee / account holder | $857 | $14,755-94.2% | $13,620-93.7% | $14,480-94.1% |