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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 | $221,158 | $156,398+41.4% | $147,318+50.1% | $138,895+59.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 16.00% | 78.75%-62.8pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $3,886 | $4,853-19.9% | $4,593-15.4% | $4,194-7.4% |
| Participant deferral / active EE | $9,894 | $8,237+20.1% | $7,906+25.1% | $6,396+54.7% |
| Admin fee / account holder | $19,020 | $14,976+27.0% | $13,708+38.8% | $12,562+51.4% |