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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 | $119,149 | $154,228-22.7% | $145,433-18.1% | $137,256-13.2% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 16.35% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $14,126 | $4,804+194.1% | $4,554+210.2% | $4,156+239.9% |
| Participant deferral / active EE | $25,073 | $8,216+205.2% | $7,897+217.5% | $6,407+291.3% |
| Admin fee / account holder | $14,447 | $14,344+0.7% | $13,129+10.0% | $12,270+17.7% |