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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 | $136,559 | $154,228-11.5% | $145,433-6.1% | $137,256-0.5% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 80.0%+11.3pp |
| Annual return | 16.08% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $6,451 | $4,804+34.3% | $4,554+41.6% | $4,156+55.2% |
| Participant deferral / active EE | $19,899 | $8,216+142.2% | $7,897+152.0% | $6,407+210.6% |
| Admin fee / account holder | $25,510 | $14,344+77.8% | $13,129+94.3% | $12,270+107.9% |