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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 | $116,559 | $156,398-25.5% | $147,318-20.9% | $138,895-16.1% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 15.55% | 78.75%-63.2pp | 70.43%-54.9pp | 145.39%-129.8pp |
| Employer contribution / active EE | $14,720 | $4,853+203.3% | $4,593+220.5% | $4,194+251.0% |
| Participant deferral / active EE | $8,773 | $8,237+6.5% | $7,906+11.0% | $6,396+37.2% |
| Admin fee / account holder | $1,902 | $14,976-87.3% | $13,708-86.1% | $12,562-84.9% |