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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 | $186,307 | $212,386-12.3% | $199,883-6.8% | $138,895+34.1% |
| Participation rate | 94.4% | 87.4%+7.1pp | 86.8%+7.7pp | 79.9%+14.5pp |
| Annual return | 19.33% | 47.75%-28.4pp | 43.81%-24.5pp | 145.39%-126.1pp |
| Employer contribution / active EE | $6,502 | $6,625-1.8% | $6,261+3.8% | $4,194+55.0% |
| Participant deferral / active EE | $13,237 | $9,617+37.6% | $9,138+44.8% | $6,396+107.0% |
| Admin fee / account holder | $7,448 | $18,233-59.1% | $17,268-56.9% | $12,562-40.7% |