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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 | $202,227 | $154,228+31.1% | $145,433+39.1% | $137,256+47.3% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 12.47% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $12,517 | $4,804+160.6% | $4,554+174.8% | $4,156+201.2% |
| Participant deferral / active EE | $12,650 | $8,216+54.0% | $7,897+60.2% | $6,407+97.4% |
| Admin fee / account holder | $4,932 | $14,344-65.6% | $13,129-62.4% | $12,270-59.8% |