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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 | $154,871 | $148,623+4.2% | $135,974+13.9% | $139,466+11.0% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 19.90% | 79.30%-59.4pp | 68.30%-48.4pp | 373.66%-353.8pp |
| Employer contribution / active EE | $4,041 | $5,246-23.0% | $4,859-16.8% | $4,754-15.0% |
| Participant deferral / active EE | $15,647 | $8,103+93.1% | $7,760+101.6% | $6,712+133.1% |
| Admin fee / account holder | $742 | $12,406-94.0% | $10,767-93.1% | $11,409-93.5% |