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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 | $155,790 | $148,623+4.8% | $135,974+14.6% | $139,466+11.7% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 15.70% | 79.30%-63.6pp | 68.30%-52.6pp | 373.66%-358.0pp |
| Employer contribution / active EE | $6,522 | $5,246+24.3% | $4,859+34.2% | $4,754+37.2% |
| Participant deferral / active EE | $3,649 | $8,103-55.0% | $7,760-53.0% | $6,712-45.6% |
| Admin fee / account holder | $11,833 | $12,406-4.6% | $10,767+9.9% | $11,409+3.7% |