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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 | $191,656 | $124,425+54.0% | $112,040+71.1% | $137,256+39.6% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 19.99% | 24.72%-4.7pp | 24.52%-4.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $10,776 | $3,411+215.9% | $2,954+264.8% | $4,156+159.3% |
| Participant deferral / active EE | $10,134 | $5,718+77.2% | $5,098+98.8% | $6,407+58.2% |
| Admin fee / account holder | $10,726 | $15,207-29.5% | $12,098-11.3% | $12,270-12.6% |