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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 | $138,208 | $156,398-11.6% | $147,318-6.2% | $138,895-0.5% |
| Participation rate | 95.8% | 83.8%+12.1pp | 82.1%+13.8pp | 79.9%+15.9pp |
| Annual return | 19.18% | 78.75%-59.6pp | 70.43%-51.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $5,693 | $4,853+17.3% | $4,593+24.0% | $4,194+35.7% |
| Participant deferral / active EE | $14,221 | $8,237+72.6% | $7,906+79.9% | $6,396+122.3% |
| Admin fee / account holder | $5,628 | $14,976-62.4% | $13,708-58.9% | $12,562-55.2% |