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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 | $148,582+4.9% | $135,942+14.6% | $139,456+11.7% |
| Participation rate | 95.7% | 83.9%+11.8pp | 81.9%+13.7pp | 80.3%+15.3pp |
| Annual return | 15.70% | 79.26%-63.6pp | 68.28%-52.6pp | 373.45%-357.7pp |
| Employer contribution / active EE | $6,522 | $5,245+24.3% | $4,858+34.3% | $4,753+37.2% |
| Participant deferral / active EE | $3,649 | $8,101-55.0% | $7,759-53.0% | $6,711-45.6% |
| Admin fee / account holder | $11,833 | $12,402-4.6% | $10,764+9.9% | $11,407+3.7% |