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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 | $150,446 | $156,398-3.8% | $147,318+2.1% | $138,895+8.3% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 18.42% | 78.75%-60.3pp | 70.43%-52.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $10,054 | $4,853+107.2% | $4,593+118.9% | $4,194+139.7% |
| Participant deferral / active EE | $11,473 | $8,237+39.3% | $7,906+45.1% | $6,396+79.4% |
| Admin fee / account holder | $17,486 | $14,976+16.8% | $13,708+27.6% | $12,562+39.2% |