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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 | $117,036 | $156,398-25.2% | $147,318-20.6% | $138,895-15.7% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.4pp | 79.9%+14.5pp |
| Annual return | 20.83% | 78.75%-57.9pp | 70.43%-49.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $7,140 | $4,853+47.1% | $4,593+55.5% | $4,194+70.2% |
| Participant deferral / active EE | $17,469 | $8,237+112.1% | $7,906+120.9% | $6,396+173.1% |
| Admin fee / account holder | $13,709 | $14,976-8.5% | $13,7080% | $12,562+9.1% |