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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 | $214,698 | $114,119+88.1% | $107,187+100.3% | $138,895+54.6% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 79.9%+4.7pp |
| Annual return | 15.27% | 273.21%-257.9pp | 204.55%-189.3pp | 145.39%-130.1pp |
| Employer contribution / active EE | $5,078 | $4,059+25.1% | $3,782+34.3% | $4,194+21.1% |
| Participant deferral / active EE | $19,118 | $5,538+245.2% | $5,096+275.1% | $6,396+198.9% |
| Admin fee / account holder | $13,301 | $10,024+32.7% | $9,162+45.2% | $12,562+5.9% |