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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 | $145,429 | $154,228-5.7% | $145,4330% | $137,256+6.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 14.19% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $9,366 | $4,804+95.0% | $4,554+105.6% | $4,156+125.4% |
| Participant deferral / active EE | $16,789 | $8,216+104.3% | $7,897+112.6% | $6,407+162.0% |
| Admin fee / account holder | $30,864 | $14,344+115.2% | $13,129+135.1% | $12,270+151.5% |