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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 | $162,909 | $155,555+4.7% | $146,866+10.9% | $155,188+5.0% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.5%+12.7pp | 80.8%+14.4pp |
| Annual return | 13.22% | 115.41%-102.2pp | 102.85%-89.6pp | 148.84%-135.6pp |
| Employer contribution / active EE | $7,740 | $4,647+66.6% | $4,425+74.9% | $4,248+82.2% |
| Participant deferral / active EE | $5,262 | $8,044-34.6% | $7,759-32.2% | $6,531-19.4% |
| Admin fee / account holder | $70,477 | $14,755+377.6% | $13,620+417.4% | $14,480+386.7% |