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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 | $155,555+30.0% | $146,866+37.7% | $155,188+30.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.5%+10.3pp | 80.8%+12.1pp |
| Annual return | 12.47% | 115.41%-102.9pp | 102.85%-90.4pp | 148.84%-136.4pp |
| Employer contribution / active EE | $12,517 | $4,647+169.4% | $4,425+182.9% | $4,248+194.7% |
| Participant deferral / active EE | $12,650 | $8,044+57.3% | $7,759+63.0% | $6,531+93.7% |
| Admin fee / account holder | $4,932 | $14,755-66.6% | $13,620-63.8% | $14,480-65.9% |