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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 | $180,628 | $148,629+21.5% | $135,982+32.8% | $139,487+29.5% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 12.36% | 79.33%-67.0pp | 68.32%-56.0pp | 373.84%-361.5pp |
| Employer contribution / active EE | $9,592 | $5,247+82.8% | $4,859+97.4% | $4,755+101.7% |
| Participant deferral / active EE | $6,489 | $8,102-19.9% | $7,760-16.4% | $6,713-3.3% |
| Admin fee / account holder | $12,340 | $12,406-0.5% | $10,767+14.6% | $11,407+8.2% |