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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 | $222,707 | $100,970+120.6% | $96,576+130.6% | $137,256+62.3% |
| Participation rate | 86.7% | 82.6%+4.1pp | 81.4%+5.2pp | 80.0%+6.7pp |
| Annual return | 16.05% | 38.16%-22.1pp | 38.47%-22.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,796 | $3,809-0.3% | $3,553+6.8% | $4,156-8.7% |
| Participant deferral / active EE | $11,249 | $8,286+35.8% | $7,956+41.4% | $6,407+75.6% |
| Admin fee / account holder | $16,754 | $11,312+48.1% | $11,381+47.2% | $12,270+36.5% |