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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 | $212,909 | $155,555+36.9% | $146,866+45.0% | $155,188+37.2% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.5%+12.9pp | 80.8%+14.7pp |
| Annual return | 13.19% | 115.41%-102.2pp | 102.85%-89.7pp | 148.84%-135.6pp |
| Employer contribution / active EE | $5,061 | $4,647+8.9% | $4,425+14.4% | $4,248+19.1% |
| Participant deferral / active EE | $7,605 | $8,044-5.5% | $7,759-2.0% | $6,531+16.4% |
| Admin fee / account holder | $94,113 | $14,755+537.8% | $13,620+591.0% | $14,480+550.0% |