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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 | $186,463 | $155,555+19.9% | $146,866+27.0% | $155,188+20.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 15.43% | 115.41%-100.0pp | 102.85%-87.4pp | 148.84%-133.4pp |
| Employer contribution / active EE | $10,601 | $4,647+128.1% | $4,425+139.6% | $4,248+149.6% |
| Participant deferral / active EE | $13,414 | $8,044+66.7% | $7,759+72.9% | $6,531+105.4% |
| Admin fee / account holder | $17,663 | $14,755+19.7% | $13,620+29.7% | $14,480+22.0% |