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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 | $209,289 | $162,136+29.1% | $152,301+37.4% | $154,746+35.2% |
| Participation rate | 95.8% | 84.1%+11.7pp | 82.4%+13.4pp | 80.7%+15.1pp |
| Annual return | 19.01% | 91.02%-72.0pp | 80.50%-61.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $8,520 | $4,890+74.2% | $4,624+84.2% | $4,379+94.6% |
| Participant deferral / active EE | $17,479 | $8,341+109.6% | $8,004+118.4% | $6,730+159.7% |
| Admin fee / account holder | $7,535 | $15,759-52.2% | $14,398-47.7% | $14,365-47.5% |