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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 | $157,081 | $165,381-5.0% | $149,730+4.9% | $158,966-1.2% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 13.18% | 348.29%-335.1pp | 276.70%-263.5pp | 302.95%-289.8pp |
| Employer contribution / active EE | $6,374 | $5,104+24.9% | $4,645+37.2% | $4,762+33.8% |
| Participant deferral / active EE | $12,030 | $7,182+67.5% | $6,843+75.8% | $5,983+101.1% |
| Admin fee / account holder | $16,552 | $10,809+53.1% | $9,310+77.8% | $11,250+47.1% |