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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 | $123,955 | $156,398-20.7% | $147,318-15.9% | $138,895-10.8% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.4pp | 79.9%+15.5pp |
| Annual return | 19.97% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.4pp |
| Employer contribution / active EE | $10,825 | $4,853+123.0% | $4,593+135.7% | $4,194+158.1% |
| Participant deferral / active EE | $17,516 | $8,237+112.6% | $7,906+121.5% | $6,396+173.8% |
| Admin fee / account holder | $16,868 | $14,976+12.6% | $13,708+23.1% | $12,562+34.3% |