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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 | $162,136-10.3% | $152,301-4.5% | $154,746-6.0% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 14.19% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $9,366 | $4,890+91.5% | $4,624+102.5% | $4,379+113.9% |
| Participant deferral / active EE | $16,789 | $8,341+101.3% | $8,004+109.8% | $6,730+149.4% |
| Admin fee / account holder | $30,864 | $15,759+95.8% | $14,398+114.4% | $14,365+114.9% |