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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 | $184,626 | $165,381+11.6% | $149,730+23.3% | $158,966+16.1% |
| Participation rate | 95.0% | 84.6%+10.4pp | 82.5%+12.5pp | 82.0%+13.0pp |
| Annual return | 11.35% | 348.29%-336.9pp | 276.70%-265.3pp | 302.95%-291.6pp |
| Employer contribution / active EE | $5,428 | $5,104+6.3% | $4,645+16.9% | $4,762+14.0% |
| Participant deferral / active EE | $5,721 | $7,182-20.3% | $6,843-16.4% | $5,983-4.4% |
| Admin fee / account holder | $1,009 | $10,809-90.7% | $9,310-89.2% | $11,250-91.0% |