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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 | $211,149 | $155,555+35.7% | $146,866+43.8% | $155,188+36.1% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.5%+13.1pp | 80.8%+14.8pp |
| Annual return | 16.22% | 115.41%-99.2pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $5,217 | $4,647+12.3% | $4,425+17.9% | $4,248+22.8% |
| Participant deferral / active EE | $8,449 | $8,044+5.0% | $7,759+8.9% | $6,531+29.4% |
| Admin fee / account holder | $30,434 | $14,755+106.3% | $13,620+123.4% | $14,480+110.2% |