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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 | $186,248 | $154,228+20.8% | $145,433+28.1% | $137,256+35.7% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 19.75% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $6,918 | $4,804+44.0% | $4,554+51.9% | $4,156+66.5% |
| Participant deferral / active EE | $15,451 | $8,216+88.1% | $7,897+95.7% | $6,407+141.2% |
| Admin fee / account holder | $1,320 | $14,344-90.8% | $13,129-89.9% | $12,270-89.2% |