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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 | $127,026 | $114,119+11.3% | $107,187+18.5% | $138,895-8.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.9pp | 79.9%+9.0pp |
| Annual return | 15.72% | 273.21%-257.5pp | 204.55%-188.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $4,374 | $4,059+7.8% | $3,782+15.6% | $4,194+4.3% |
| Participant deferral / active EE | $6,951 | $5,538+25.5% | $5,096+36.4% | $6,396+8.7% |
| Admin fee / account holder | $9,933 | $10,024-0.9% | $9,162+8.4% | $12,562-20.9% |