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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 | $205,885 | $165,399+24.5% | $149,745+37.5% | $158,982+29.5% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.6pp |
| Annual return | 17.06% | 348.34%-331.3pp | 276.72%-259.7pp | 302.99%-285.9pp |
| Employer contribution / active EE | $4,294 | $5,105-15.9% | $4,646-7.6% | $4,763-9.8% |
| Participant deferral / active EE | $9,866 | $7,183+37.4% | $6,843+44.2% | $5,983+64.9% |
| Admin fee / account holder | $11,936 | $10,811+10.4% | $9,312+28.2% | $11,252+6.1% |