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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 | $155,555-20.3% | $146,866-15.6% | $155,188-20.1% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.5%+12.9pp | 80.8%+14.7pp |
| Annual return | 19.97% | 115.41%-95.4pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $10,825 | $4,647+133.0% | $4,425+144.6% | $4,248+154.8% |
| Participant deferral / active EE | $17,516 | $8,044+117.7% | $7,759+125.7% | $6,531+168.2% |
| Admin fee / account holder | $16,868 | $14,755+14.3% | $13,620+23.8% | $14,480+16.5% |