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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 | $154,228-24.1% | $145,433-19.5% | $137,256-14.7% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 20.83% | 74.59%-53.8pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $7,140 | $4,804+48.6% | $4,554+56.8% | $4,156+71.8% |
| Participant deferral / active EE | $17,469 | $8,216+112.6% | $7,897+121.2% | $6,407+172.7% |
| Admin fee / account holder | $13,709 | $14,344-4.4% | $13,129+4.4% | $12,270+11.7% |